Hints and tips:
...DD’s Rob Smith and Sujeet Indap explain why two US hedge funds are betting on this slightly ridiculous scenario playing out at Credit Suisse....
...As Rubio’s office pointed out to me, “we have 118 credit facilities across multiple agencies” in the US....
...The point is that a flip side of a thin market is opportunities for bargain hunters. If markets remain choppy, this could be a fun year for value investors....
...Wise also pointed to Ortho Clinical Diagnostics, which Carlyle spun out of US drugmaker Johnson & Johnson in 2014....
...But if the public want evidence of competence, he would be wise to stop using business as a political football....
...Other developments in the Greensill story: Investors in Credit Suisse funds linked to Greensill have enlisted law firms in preparation to sue the lender; Credit Suisse is pointing the finger at Marsh &...
...Smart reads The bargain hunter As Sir Philip Green’s Arcadia retail empire crumbles beneath the weight of the coronavirus crisis, he will be remembered as a master dealmaker, turning cheap acquisitions...
...Google is therefore wise to outsource the regulated bits of the business to Citi, and avail itself of the New York-based bank’s experience with regulators....
...Much of the credit rests with Brad Smith, who has spent 17 years as Microsoft’s chief lawyer and diplomat....
...Causeway Capital Management LLC, the LA hedge fund, has declared 4.88 per cent of Micro Focus....
...Performance wise, however, boohoo continues to outperform on sales and profit generation, with long term EBITDA margin structures unlikely to come under pressure from supplier reform....
...A US bargain hunter doesn’t fancy his chances in a no-deal Britain It seems Britain is too risky to be in, even for a distressed debt investor....
...Investors would be wise to keep their ears open. Further Reading: -- The 'corporate governance nightmare' that is Snap - FT -- Tesla: boneheaded capital - FT Lex...
...Cautious investors will be wise to consider the impact of an extra layer of possibly active management on the appropriate valuation.”...
...• Christina Kautzky has joined Credit Suisse Asset Management as head of third-party distribution for the Asia ex-Japan region....
...Key to the transaction was the separation of the retailer from its banking division, which issues Cabela’s-branded credit cards....
...Credit Suisse appointed Andy Lipsky and David Wah as co-heads of Investment Banking and Capital Markets in the Americas....
...Investors would be wise not to ignore the pervasive impact of changes to money market regulations....
...Economists at Credit Suisse noted that “a stronger yen is liable to subtract from real growth by triggering deceleration in exports and depressing corporate profits and investment....
...One lucky bargain hunter was able to pick up a flatbed truck for moving drilling rigs — worth about $400,000 new — for just $65,000....
...Credit at risk rose from 16.5 per cent of total lending in the second half of last year to 20.2 per cent in the six months to June....
...Mr Rutter, the former head of ICAP’s electronic broking business, in recent months has recruited another former ICAP trading executive, Nichola Hunter to join R3....
...Not necessarily a wise stance. But Carpetright is pulling it off (the strategy, that is, not the vinyl)....
...However wise intermediaries may seem, they are as prone to conflicts of interest as anyone else. Now Jamie Dimon thinks he has perceived a new threat: that of proxy advisers....
...Yield hunters should consider selling or they could get caught by the credit liquidity trap. Alberto Gallo is head of macro credit research at RBS...
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