European capital markets (especially equities) undervalued due to Greece turmoil
Jun 30, 2015 11:27 am UTC| Insights & Views
We think European equities undervalued amid long lasting dramatic Greece turmoil.Euro area growth looks solid as healthy economic numbers posted with inflation bottoming.The EFSF (European Financial Stability Facility)...
Jun 30, 2015 10:58 am UTC| Insights & Views
Today morning Greeces local media was reporting a quick deal is possible today as Greek government is likely to consider latest offerings from European Union president Jean Claude Juncker. However that rumor is spoiled...
No disparity between calls and puts of GBP/USD straddle
Jun 30, 2015 10:46 am UTC| Insights & Views
We considered ATM options while calculating Put call parity of GBP straddle structure as shown in the figure.This can only be applicable to European style of options as they will have to be exercised only at maturity...
ECB taper remains far as inflation remains low
Jun 30, 2015 10:41 am UTC| Insights & Views
While growth and inflation returned to Euro zone, both remain too weak and fragile to give an early call off of European Central Banks (ECB) Public sector purchase program (PSPP) which along with other two purchase...
Market Scenarios amid Fed hike expectations- how could we be equipped?
Jun 30, 2015 10:14 am UTC| Insights & Views
Risk-adjusted returns of global portfolios are going lower: Rolling risk-adjusted returns of a typical 60/40 global portfolio (FX hedged).The correlation between equity and fixed income rising returns turning into...
Spanish Prime Minister takes hard stance on Greece
Jun 30, 2015 09:25 am UTC| Insights & Views
Greek voters are scheduled to vote on a referendum next Sunday. Though the question is whether or not to accept the bailout conditions proposed by Euro zone creditors, many have indicated it has something to do with...
RBNZ needs to lower cost of capital, weak kiwi not enough
Jun 30, 2015 08:49 am UTC| Insights & Views
One rate cut and comments from Reserve Bank of New Zealand (RBNZ) has pushed New Zealand dollar to its lowest since 2010 against dollar. However, weak exchange rate is yet to cushion the economic downturn, New Zealand is...
noyb Files GDPR Complaints Against TikTok, Grindr, and AppsFlyer Over Alleged Illegal Data Tracking.