Money is a message or money is a record?
No QR codes for private parties and little control over private money flow, have you got a wallet?
Legacy banks are Neobanks with real estate investments and social costs burdens.
Will spinning of bank branches and other real estate help to transform legacy banks to lean structure of Neobanks?
Or restructuring workforce, laying off people and reducing social cost is also needed?
What else will help legacy banks to survive?
Should legacy banks invest into ecosystems?
Or should legacy banks invest into fintech?
Is national banking infrastructure well enough to support fintech developments?
Can legacy banks catch up with likes of Paypal, Klarna, Puls and Revolut in cross border banking?
Is mobile banking application just enough?
Is Europe a step ahead with its open banking infrastructure?
Or System of instant payments like in Russia is better way to proceed?
Booking and Rb&B were successful in aggregation, is there a room for aggregators of bank services?
What about cross border aggregation in banking sector?
Who makes money on consumer credits?
Who makes money on corporate loans?
Who makes money in public debt?
Who makes money on SME credits? Which sector is underbanked?
Recent Strategy Chart Art
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Average Sovereign GEM Yields (USD)
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Average Sov. Dev. Markets Yields (blended currency)
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Average UST Yield
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Average Sovereign Local Currency Yields (USD)
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Choose A Country
Airlines:
| ARGENTINA: UPDATE 1-Argentine bonds gain after Peronists defeated in midterms Reuters EMERGING MARKETS-Brazil's real inches up on rate hike bets, stocks outperform Reuters
| AUSTRALIA:
| AUSTRIA: Europe: Stocks rise despite new Austria lockdown The Business Times European stocks climb but euro struggles on new Austria lockdown eNCA
| BAHRAIN: Middle Eastern Stock News for November 7, 2021 Bloomberg.com GFH eyes deals like Roebuck ZAWYA
|
BELGIUM: Victoria in talks over possible acquisition of part of Belgium’s Balta Sharecast.com Daily Markets: Resurgent Covid in Europe Weighing on Equities Nasdaq
| BRAZIL: Brazil's Ibovespa (IBOV) Stock Market Now a Target for Bargains Bloomberg.com EMERGING MARKETS-Brazil's real slips as rate hikes fuel recovery worries Reuters
| BRITAIN: Britain's M&S shares rise on report investment firm Apollo examined ... Reuters Marks & Spencer shares rise on Apollo report RTE
| CANADA: Canada Life strengthens segregated fund shelf with sustainable portfolios Yahoo Finance Canadian pension plan investments in Canadian public equities are heading to zero — here’s what we can do about it Financial Post
| CHILE: Right-Wing Resurgence in Chile Vote Fuels World-Beating Rally Bloomberg.com Chile peso, stocks jump as hard-right candidate Kast tops first ... Reuters
|
CHINA: 2 ETFs For Investors Who Think China Equities Will Gain After Biden ... Investing.com China stock pickers reshape portfolios on Xi's 'common prosperity' Reuters
| COLOMBIA: Colombian Startup Trii Wants to Repeat Robinhood Success in Latin ... Bloomberg.com Nutresa shares jump as trading resumes following public acquisition ... Reuters
| Consumer Entertainment:
| CZECH:
| DENMARK: Time to sell emerging markets? - Investors' Chronicle Investors Chronicle Broker Fined $800,000 for Missing Suspect Trade With Shah Bloomberg.com
|
EGYPT: Egypt announces stock market incentives to improve business ... Daily News Egypt ADIB Egypt sees sale, purchase of $2.57mln equity ZAWYA
| FINLAND: Europe stocks close higher as investors monitor earnings; THG down 21% CNBC Equities, Stock Market Most Preferred Investments for Kenyans in Diaspora Soko Directory
| FRANCE: French banks outperform European, US peers in Q3 equities ... S&P Global French and Benelux stocks-Factors to watch Reuters
| GERMANY: German stocks - Factors to watch on November 22 Reuters Germany stocks lower at close of trade; DAX down 0.27% By ... Investing.com
| GREECE: European stocks slide as lockdown worries resurface The Economic Times BC Partners buys Greek pet store chain Pet City Private Equity News
|
HONG KONG:
| HUNGARY: Hungary to impose fuel price cap as inflation bites Financial Times CEE MARKETS-Hungarian forint firms on rate hike hopes, CEE stocks rise Nasdaq
| INDIA: Indian equities to open on flat note The Hindu Business Line FIIs buy over $3 bn of Indian equities in last five sessions Mint
| INDONESIA:
| IRELAND: Bank of Ireland stock picker Leona Nicholson stepping down The Irish Times Desperate Dublin parents 'struggling' to get PS5 consoles for Christmas presents Dublin Live
|
ISRAEL: Shekel hits yet another 25-year high against the dollar The Times of Israel Mon: Banks gain as TASE resumes rally Globes English
| ITALY: Key characteristics of European equity indices MaltaToday Italy - Factors to watch on Nov. 23 Reuters
| JAPAN:
| KAZAKHSTAN: Fitch Ratings Publishes Kazakh Banks Datawatch 3Q21 Fitch Ratings Kazakhstan sets up physical uranium fund Nuclear Engineering International
| LEBANON: Egypt to begin gas exports to Lebanon 'early next year': Reuters Arab News Lebanon County real estate transfers (Nov. 1 to Nov. 15) LebTown
|
MALAYSIA: Brokers Digest: Local Equities - Telekom Malaysia Berhad, Aemulus ... The Edge Markets Foreign investors are Malaysian stocks net buyers, again New Straits Times
| MEXICO: Mexico Stock Exchange falls 0.62% and spins six sessions down Market Research Telecast Pawn Shop Chain Set to Break Mexico's IPO Drought in February Bloomberg.com
| NETHERLANDS: Stocks that will see action on November 23 The Hindu Business Line Promoters looking to up stake in Vedanta Ltd by upto 4.57% Business Standard
| NEW ZEALAND: Australia shares to open lower, NZ rises Reuters Meridian shares dip after sale of Australian business comes in ... NZ Herald
| NIGERIA: Race for telecoms shares lifts Nigerian stocks to near four-year high Premium Times Nigeria MTN Plans to Sell $244 Million of Shares in Nigeria Division Bloomberg.com
|
NORWAY: Norwegian Cruise, Etsy Top UBS List of Retail-Favored Stocks TheStreet Norwegian Cruise Line Stock Looks Set To Rebound After Recent Sell Off Forbes
| OMAN: MSM index ends marginally lower Times of Oman Thailand's equity Oman crude may help reduce PTT's 2022 spot ... S&P Global
| PAKISTAN: Stocks succumb to higher-than-expected rate hike The News International PSX begins rollover week on negative note Geo.tv
| PERU: Hochschild shares drop by 27% after Peru seeks to shut mines Financial Times Hochschild shares plunge by a third as Peru moves to hasten shutdown of silver mines Evening Standard
| PHILIPPINES: PH stocks begin week with humdrum trading Inquirer Business EMERGING MARKETS-S.Korea, Philippines lead Asian stocks lower on China worries Reuters
|
POLAND: Poland - Factors to Watch November 3 Reuters Wall Street rises at start of week of central bank meetings Financial Times
| PORTUGAL: Portuguese equity market: existing issues and recommendations for ... Lexology Sporting Lisbon in Talks to Buy Back Debt With Apollo Money Bloomberg.com
| QATAR:
| QATAR: Domestic funds up buying amidst bearish trends in QSE Gulf Times Qatar Stock Exchange launches first ESG tradable index ZAWYA
| ROMANIA: Equity FDI inflows to Romania drop to EUR 1.5 bln in 12-month to ... Romania Insider Romania's EximBank backs jewelry maker Teilor with 8.5 mln euro ... SeeNews
|
RUSSIA:
| SINGAPORE:
| SOUTH AFRICA: South Africa Fund Blue Quadrant Wins on Energy Stocks Bloomberg.com South Africa Stocks: Rising Platinum, Copper Prices Provide ... Bloomberg.com
| SOUTH KOREA: South Korea shares rise on memory chip rebound signs, metaverse ... Phnom Penh Post South Korea: Insurance giant to co-invest in quality equities overseas Asia Insurance Review
| SPAIN: Key characteristics of European equity indices MaltaToday In review: capital markets law in Spain Lexology
|
SWEDEN: Per-Anders Johansson Is The Director of TC TECH Sweden AB (publ) (STO:TCT) And They Just Picked Up 67% More Shares Simply Wall St Volvo shares accelerate on stock market debut BBC
| SWITZERLAND:
| TAIWAN:
| THAILAND: Thai Stocks: Resistance Expected At 1,650 Points Nasdaq Thai Stock Market May Extend Friday's Losses Nasdaq
| TURKEY: Turkey Stocks Surge Reveals Deserted Market That's Easy to Move Bloomberg.com Turkey - Factors to Watch on Nov 23 Reuters
|
UAE:
| UKRAINE: Rouble dives to lowest since mid-2021, stocks sink amid geopolitical ... Reuters Dow snaps three-day losing streak, Nasdaq retreats from record as Thanksgiving trading kicks off MarketWatch
| UNITED STATES: Emerging cenbank rate hikes will bolster local debt, weigh on stocks ... Reuters Small-Cap ETFs: Look to Undervalued US Equities for Strong Value ... Institutional Investor
| VIETNAM: Strong returns from VinaCapital Vietnam Opportunity QuotedData Bargain shares: Targeting overseas funds - Investors' Chronicle Investors Chronicle
|
Comment
Monthly performance is between 2021-11-01 and 2021-10-01
Best global markets YTD USA +22.25%, FM (FRONTIER MARKETS) +19.65%, EUROPE +13.72%,
While worst global markets YTD EM LATIN AMERICA -13.52%, EFM ASIA -4.29%, EM (EMERGING MARKETS) -2.07%,
Best global markets last month USA +5.92%, EUROPE +5.71%, FM (FRONTIER MARKETS) +3.20%,
While worst global markets last month EM LATIN AMERICA -6.26%, EM (EMERGING MARKETS) 1.44%, EFM ASIA 1.98%,
US equities: tick, tick, tick Financial Times The Unprecedented Concentration Risk in US Equities - Articles Advisor Perspectives US equities and government bonds rally after jobs data top forecasts Financial Times More investors turning sour on emerging markets - HSBC survey Reuters Turkey's lira plunge is a reminder of risks facing emerging markets Financial Times Foreign investors in retreat mode across most emerging markets Business Standard China stocks fall as COVID-19 concerns weigh on sentiment Reuters China stocks fall as property, automobiles weigh; Hong Kong gains Financial Post Latest news updates: Coronavirus variant concerns push Asia ... Financial Times European Open Equities ready to bounce City Index European Equities: German Business Sentiment and U.S Economic Data in Focus Yahoo Finance European equities open higher to start the day Forexlive JPMorgan $80 Oil Is 'Remarkably Cheap' Oil Price Oil Bulls Rejoice As Biden's Supply Strategy Backfires Oil Price Asia Is Facing A Long-Tern Natural Gas Crunch Oil Price The cloud over Tata Steel due to weak prices Mint Steel prices may drop everywhere, except in the US The Hindu Business Line Steel prices could trend 'much higher' compared to the last 10 years, major Indian steelmaker says CNBC Gold price today Rs 47,630 for 10 gram; silver selling at Rs 62,700 per kg Business Standard Gold price today: 10 grams of 24-carat gold sold at Rs 47,620, silver reaches Rs 62,600 per kg Firstpost Gold Prices Today: Gold, Silver Rates Surge On Global Cues NDTV.com
Best last month among various countries' equity markets were ZIMBABWE +22.56%, KAZAKHSTAN +20.63%, EGYPT +17.35%, PERU +13.84%, ARGENTINA +12.02%, PAKISTAN +11.74%, PAKISTAN +11.74%, PAKISTAN +11.74%, PAKISTAN +11.74%, DENMARK +8.56%,
While worst last month among various countries' equity markets were BRAZIL -10.30%, CHILE -8.17%, JAMAICA -7.74%, BANGLADESH -6.57%, TUNISIA -4.77%, KENYA -3.34%, CROATIA -2.73%, CZECH REPUBLIC -1.83%, SOUTH AFRICA -1.58%, SRI LANKA -1.32%,
Best YTD among various country equities were ZIMBABWE +400.79%, KAZAKHSTAN +110.76%, BOTSWANA +64.89%, LEBANON +61.89%, SAUDI ARABIA DOMESTIC +44.20%, AUSTRIA +36.60%, ARGENTINA +35.16%, ESTONIA +34.78%, UNITED ARAB EMIRATES +34.37%, CZECH REPUBLIC +33.23%,
While worst YTD among various country equities were BRAZIL -22.96%, TURKEY -20.59%, PAKISTAN -19.44%, PAKISTAN -19.44%, PERU -17.33%, JAMAICA -16.31%, CHILE -15.77%, CHINA -15.55%, TUNISIA -14.73%, NEW ZEALAND -13.38%,
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