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FX moves to centre stage

Special focus: Sub-prime and leveraged loans

Special focus: Sub-prime and leveraged loans

Follow the buildup to today's subprime and leveraged loan problems.

December 1999

December 1999

Mediobanca - The emperor strikes back

Euromoney December 1999

For five decades, a small Milan bank has wielded power over Italian finance and industry. It has anointed and toppled bosses, fostered and blocked mergers, and defeated every attack on its influence. Its secretive machinations have infuriated supporters of transparent markets. In recent years, Mediobanca was presumed in decline as the world around it modernized. But in 1999 the firm struck back, steering the consolidation of Italian finance in its favour with help from its patriarch, Enrico Cuccia. Yet even in its year of triumph, Mediobanca faces a worsening internal split: between an old guard obsessed with power and intrigue, and a young investment-banking team who want to be less Cesare Borgia, more Goldman Sachs. Marcus Walker reports

Rabobank

Rabobank - Failed in London, try Frankfurt

Euromoney December 1999

Triple-A Dutch bank Rabobank wanted to build a flourishing international business in London. Things didn't go well, not least because the local staff were given too free a rein. A crackdown had to come. Now Rabo's taken a new tack, an alliance with Germany's DG Bank. It could be a fruitful match, but negotiations are protracted and the final arrangements far from settled. Laura Covill reports.

Bank capital

Bank capital - From a trickle to a flood

Euromoney December 1999

The conditions are right to transform this year's steady stream of European bank capital issues into a torrent. That is good news for firms who see these finely crafted products as one of the last areas of value in an increasingly low-margin bond business. Michael Peterson reports.

World Bank

Has the World Bank lost its way?

Euromoney December 1999

The World Bank's mission is to alleviate poverty by channelling resources to developing nations - but without displacing the private sector. Instead, over the last seven years, it has concentrated on heavily subsidized financing for countries with ready access to private capital. 70% of its non-aid resources went to 11 nations - equal to an insignificant 1% of private sector flows. Funding for countries without international ratings dropped from 40% to less than 1%. Adam Lerrick argues that the Bank must transform itself from a capital-intensive lender into the designer of an intellectual infrastructure for the emerging world.

e-commerce

E-commerce - Redefining exchanges

Euromoney December 1999

After the summer craze for investing in all things electronic and e-commerce-related, things have calmed down on the surface in the US. Now the challenge is to make the investments work. The major stock and derivatives exchanges know they have to respond more forcibly to the myriad threats to their franchises. At the same time the start-ups and the investment banks which are equity partners must transform their ideas into reality while trying to avoid the organizational nightmares which have plagued the exchanges. The next few months are more likely to be ones full of frustration for both groups, reports Antony Currie.

Greece

Greece - New paradigm or old problem?

Euromoney December 1999

Greece has come a long way in a short time. The economy looks good and business is booming. But is there a danger of declaring victory while the battle is still raging? Greeks are starting to argue that Greece is different and that excessive stock market valuations are justified. Many other countries have done the same in the past and lived to regret it. Brian Caplen reports.

US bank regulation

US bank regulation - Winners and losers of new finance law

Euromoney December 1999

The US could be in for more than a few surprises this holiday season as it unwraps the Financial Modernization Act of 1999 - its latest gift from Congress. It's a big bill with lots of attachments. Principally, it allows banks to conduct securities and insurance business under the umbrella of new financial holding companies and boosts the power of the Federal Reserve as regulator of these. Another outcome may be to extend federal safetynet protection to lending for pork-barrel projects. James Smalhout reports.

Bizkaia

Bizkaia - Bizkaia and the Guggenheim effect

Euromoney December 1999

A year on from the Basque separatists' ceasefire and the region is booming, led by Bizkaia, largest of the three Basque provinces. Its capital city, Bilbao, is upgrading its infrastructure to cope with the huge numbers of visitors to the new Guggenheim Museum. It's attracting international banks and technology companies, partly thanks to favourable tax rates. But Madrid is contesting these. Meanwhile ETA extremists remain a threat. Jules Stewart reports.

Latin America

Latin America - Ghosts of the past haunt new dawn

Euromoney December 1999

Take your pick: Latin America is a basket case doomed to a constant cycle of spurts of short-lived growth followed by economic collapse; Latin America is a continent transformed, with a healthy respect for economic freedom, a burgeoning middle class and an economy on course for convergence with the developed world. Michael Peterson reports.

HypoVereinsbank

Hypovereinsbank - Slugfest in Bavaria

Euromoney December 1999

Two crucial meetings this month may settle the uncertain future of Bavarian giant HypoVereinsbank, in turmoil since chairman Albrecht Schmidt and merger partner Eberhard Martini had a very public row. Auditors, former board members and the Munich state prosecutor are embroiled in a high-octane war. It was born in the euphoria of German unification, brewed in the property slump of the late 1990s, and exploded into a battle of numbers that no-one can win. David Shirreff reports.

The Asian recovery

Asian credits - Being rational about recovery

Euromoney December 1999

Most Asian economies have in recent months recovered strongly from the 1997 crisis. But there's a distinct lack of irrational exuberance among both borrowers and lenders. The irresponsible big spenders have been cleared away and the best credits don't necessarily want to borrow at all. Banks aren't exactly falling over themselves to lend to responsible corporates that survived the crisis because of their prudence and integrity. But their merits are increasingly being recognized. Peter Lee reports.

Asian best companies

Asia's best companies 1999: Asia's new top crop

Euromoney December 1999

Euromoney's latest brokers' poll of Asia's Best Companies took place against the backdrop of cyclical economic recovery accompanied by partial reform. India's best have come top in a number of sectors for the first time, while Korean and Hong Kong corporates also do well. After robust growth this year IT and other technology companies continue to top several country polls. Research by Andrew Newby and Alexa Marx.

Asian deals of the year

Deals of the year - Top quality issuers succeed in demanding markets

Euromoney December 1999

During 1999 there has been a steady improvement in investor sentiment towards Asian issuers of debt and equity. For the right deal, American, European and Asian buyers have all shown themselves willing to bid for Asian paper at competitive prices. For the most part, it has been only the top quality corporate and quasi-sovereign names that need apply. At the start of the year a highly successful loan for the Hong Kong Airport Authority and a debut euro deal for Hutchison Whampoa showed leading Hong Kong names reopening markets for the region's issuers. Even then below investment grade deals could be done, as the Philippines proved. Equity markets have been open, if highly selective, with offers from Korea Electric Power Co and China Telecom notable successes. An undoubted highlight was the recapitalization of Siam Commercial Bank which showed the benefits of full transparency. Luciano Mondellini reports.

Asian local markets

Local markets - The lure of the local market

Euromoney December 1999

Excessive reliance on short-term foreign currency debt lay behind the Asian financial crisis. Asia needs local sources of long-term funding to prevent a recurrence, especially with the banking systems still so unhealthy. Bond markets in a range of local currencies are springing up, with active encouragement from financial authorities. Peter Lee reports.

Interview

Donald Tsang: scourge of the hedge funds

Euromoney December 1999

Euromoney editor Peter Lee talked to Donald Tsang, finance secretary of Hong Kong, during his hectic visit to the UK in November. Though he is finance secretary of what is only a special autonomous region of China, Tsang cuts the figure of a fully fledged finance minister on the international stage. He shot to worldwide prominence last year when, in an extraordinary step for an official from a freewheeling free-market centre, he intervened massively in the local stock market, buying up HK$118.1 billion ($15 billion) of shares in response to an attack by international hedge funds that was set to spread from the stock market to a devaluation of the Hong Kong dollar.

Asian 100 and Japanese 50

Asia 100 1999 - Cleaning the hives

Euromoney December 1999

Emerging market utilities

Ringing up big numbers out east

Euromoney December 1999

Europe's largest telecoms operators have a new ambition. Having lost monopolies at home, they now want to build networks that stretch across Europe all the way to Vladivostok. Charles Piggott reports on the telecoms battle for central and eastern Europe.

Editorial

To sell or not to sell

Euromoney December 1999

Front End

Bad vibes in Bishopsgate

Euromoney December 1999

Climbing Steadily From Behind

Euromoney December 1999

The war of Wong's web

Euromoney December 1999

Stiglitz for the IMF

Euromoney December 1999

As one door closes...

Euromoney December 1999

Explosive theories

Euromoney December 1999

Market monitor

Risk management - Firms grope for definition

Euromoney December 1999

Author: David Shirreff

High-yield bonds - High noon for US high yield

Euromoney December 1999

Author: Rebecca Bream

Letter - Disgrace at the heart of Europe

Euromoney December 1999

Asian exchanges - Exchanges take stock of change

Euromoney December 1999

Author: Peter Lee

Emerging markets

Hong Kong - Defying the prophets of doom

Euromoney December 1999

Author: Pauline Loong

Israel - Life after Frenkel

Euromoney December 1999

Author: Nigel Dudley

Taiwan's bond market - Will the sleeping giant awake?

Euromoney December 1999

Author: Dominic Jones

Financial lawyer

What they never taught you in law school

Euromoney December 1999

If you ever forget - or never knew - what being a banking lawyer is all about, there's a book that will make it all horribly clear, says Christopher Stoakes

Against the tide

Watch for the yen's reverse

Euromoney December 1999

Author: David Roche

Deal insider

Deal Insider: A big brown delivery

Euromoney December 1999

Author: Antony Currie

People

Flipside

Not a money-launderer in sight

Euromoney December 1999


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