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December 2007

December 2007

Sovereign wealth funds: The new rulers of finance

Euromoney December 2007

State-owned, cash-rich and increasingly influential, sovereign wealth funds have emerged as the most controversial players in the financial markets. All the constituents – banks, private equity, corporates, hedge funds – want a slice of their action. Just how powerful will the funds become? Sudip Roy reports.

  • Sovereign wealth funds: Getting the basics right
  • It is one thing to want a sovereign wealth fund but to actually set one up is a long and challenging process, as countries such as Brazil are discovering. Key issues such as infrastructure, hiring people and asset allocation need to be addressed before the investing process can even be considered.

  • Financial institutions weigh up business opportunities
  • The proliferation of sovereign wealth funds is an opportunity and challenge for investment banks and asset managers.

  • Future Fund: Fight on for Aussie’s future prizes
  • The Future Fund, created last year to cover long-term pension liabilities for the Australian federal public sector, is very much in its infancy but is finally managing money.

  • Temasek: A fund apart?
  • In a world of increasingly powerful and mistrusted sovereign wealth funds, Temasek, the investment arm of the Singapore state, stands apart in terms of governance, openness and performance, claims Simon Israel, its executive director. Chris Wright reports.

Leveraged finance

Leveraged finance: Funds go hungry as distressed trough fails to fill

Euromoney December 2007

Many investors had been positioning themselves for an inevitable downturn in the leveraged finance market long before this summer’s dislocation. But, ironically, the underwriting abuses of the past few years mean that they could still face a long wait before any meaningful opportunities arise. Louise Bowman reports.

Structured products

Exchange-traded structured notes: The gloves come off

Euromoney December 2007

The rapid uptake of exchange-traded structured notes in the US has got the country’s mutual fund industry on the offensive. Its trade association is lobbying Congress to change the tax laws to make the notes less attractive. But the structured products industry is fighting back. John Ferry reports.

Asia

Jackson Tai, CEO of DBS Bank: The house that Jack built?

Euromoney December 2007

Jackson Tai brought a determined pan-Asian strategy to Singapore’s DBS Bank. With Tai on the point of retiring as CEO, Chris Wright looks at the successes and failures of his approach.

Growth and economy: Vietnam’s balancing act

Euromoney December 2007

Vietnam is in a hurry. Rapid economic growth, recent accession to the World Trade Organization and a new seat on the UN Security Council are all encouraging a flood of foreign investment into the country. Yet the politicians remain wary of opening up the market to too much international integration too quickly. Julian Marshall reports from Hanoi and Ho Chi Minh City.

Middle East

Saudi Arabian stocks: Sophisticates at the gate

Euromoney December 2007

Without foreign institutional investors, Saudi Arabia’s equities market still has a long way to go before it can match the strength and sophistication of the Kingdom’s leading companies. But a more active foreign presence is expected. Dominic O’Neill reports from Riyadh and Jeddah.

Structured finance

Structured finance: The credit card trick

Euromoney December 2007

Credit card ABS has so far escaped contamination by sub-prime. Some might worry that volumes are up, but key metrics are strong. If this market does well, it could be a template for others. Alex Chambers reports.

Western Europe

Spain’s saving banks seek new funding strategies

Euromoney December 2007

The Spanish savings bank sector’s days of annual loan growth of more than 20% are over as construction wobbles and cédulas are tarnished by the international credit crunch. Cajas need to re-examine their funding strategies and business plans, writes Peter Koh.

Infrastructure debate

Infrastructure debate: The business of building

Euromoney December 2007

Infrastructure investment is not without risk. Even the US has found this; the collapse of a bridge in Minneapolis in August led to the realization that much of the country’s ageing infrastructure needs refurbishment. But flows of new money bring their own problems. Investment skills and experience remain the pre-eminent qualities required to succeed.

Debt market news and analysis

Investment grade bonds: Volatility returns

Euromoney December 2007

Market remains open but substantial new-issue premiums return.

Credit indices: Markit consolidates credit derivative index firms

Euromoney December 2007

Markit purchase of IIC could herald creation of a global credit derivatives index.

Covered bonds: Call for covered bond calm in face of delay

Euromoney December 2007

The problem is with time rather than the legislation or its implementation, say analysts.

Debt market round up: Citi merges capital markets sales divisions

Euromoney December 2007

Citi has merged its equity capital markets and fixed-income capital markets divisions.

Structured finance news and analysis

CDOs: Super senior is super bad

Euromoney December 2007

‘Riskless’ exposure comes back to haunt banks

CLOs: The living dead

Euromoney December 2007

A stream of new CLOs is hitting the market – but it is far from business as usual.

Structured investment vehicles: Why European banks are shunning Mlec

Euromoney December 2007

Citi, Bank of America and JPMorgan will fail to persuade several banks to participate in the initial idea of a master-liquidity enhancement conduit.

Structured finance market round up: Ugly numbers

Euromoney December 2007

Structured finance market round up: Calyon’s new structured head

Euromoney December 2007

Structured finance market round up: Better late than never

Euromoney December 2007

Foreign exchange news and analysis

Banking: Can UniCredit be bigger than the sum of its parts?

Euromoney December 2007

Foreign exchange history is littered with the corpses of institutions that have looked at the industry and then decided to enter the market and become significant players. Now the perceived wisdom is that it is harder than ever for someone new to break into even the top 20, let alone the top five.

Currency policy: Pressure builds on GCC dollar peg

Euromoney December 2007

With the dollar in seeming free fall, the Gulf Cooperation Council is set to discuss the wisdom of keeping its member states’ currencies pegged to the ailing currency.

Retail: Citi launches CitiFX Pro for private clients

Euromoney December 2007

Currency investment management: Overlay pioneer to list on LSE

Euromoney December 2007

Foreign exchange market round up: New blood for Saxo

Euromoney December 2007

Foreign exchange market round up: Deutsche takes Reuter

Euromoney December 2007

Foreign exchange market round up: Turley scrums down

Euromoney December 2007

Equity markets news and analysis

Trading: Turquoise starts to take shape

Euromoney December 2007

After months of silence and little sign of progress, Project Turquoise, an initiative started by a consortium of seven leading investment banks to create a pan-European multilateral trading facility, has started to take some concrete steps and gain credibility.

Structured note sellers struggle with Mifid

Euromoney December 2007

New regulations are always unpopular with bankers struggling to keep on top of increasing numbers of oversight and compliance rules. The Markets in Financial Instruments Directive (Mifid) is proving particularly unpopular with those working in the equity-linked structured note market, who say it is simplistic in its approach to derivatives-based investments.

IPOs: Slowdown in IPOs

Euromoney December 2007

Issuers opt for convertibles and opportunistic deals.

Exchanges: Plus adds to its services

Euromoney December 2007

Research: Trade Ideas catch on

Euromoney December 2007

The success of Trade Ideas, a platform developed by a consortium of investment banks for distributing trading ideas to their clients, shows that trading ideas are becoming an increasingly important element of the brokerage service that buy-side clients are willing to pay for.

Equity market round up: The month in numbers

Euromoney December 2007

Equity market round up: LSE and TSE joint venture

Euromoney December 2007

Alternative investments news and analysis

Investment management: More consolidation could encourage convergence

Euromoney December 2007

The sixth annual report on global investment management by KPMG has revealed that further convergence between hedge funds, private equity companies and long-only managers is to be expected.

Hedge funds: Canada’s hedge funds beg attention

Euromoney December 2007

AUM may be still in its infancy but the quality of managers is appealing.

India: Sebi’s new rules encourage managers

Euromoney December 2007

Concerns about lack of transparency force regulator to make participants register directly.

Hedge funds and non-hedge fund institutional investors: Traditional buy side hobbled by lack of research

Euromoney December 2007

A study by Integrity Research Associates shows a disparity between research conducted by traditional buy-side firms and their hedge fund counterparts that could explain the latter’s outperformance.

AI profile: Solent Capital steers a course through the crunch

Euromoney December 2007

The withdrawal of liquidity that started in July has posed a challenge for the financial markets, not least credit investors. Solent Capital, a $7.4 billion credit asset manager, has experienced first hand what happens when markets dry up. Helen Avery reports.

Alternative investments market round up: 130:30 products to boost securities lending

Euromoney December 2007

Alternative investments market round up: Banks hit the acquisition trail

Euromoney December 2007

Alternative investments market round up: Bigger – but not too big – is better

Euromoney December 2007

Hedge funds news and analysis

Hedge Funds: Ignore Japan for growth in Asia

Euromoney December 2007

While India and China look the best long-term bets, short-term gains could be easier to find elsewhere in the region.

Hedge Funds: Data

Euromoney December 2007

Asia news and analysis

Thailand: Keeping it local keeps it real

Euromoney December 2007

Asset-backed securities not troubled by US sub-prime problems.

Pakistan: Markets stay calm in a crisis

Euromoney December 2007

Hong Kong: Through train is delayed by signal failure

Euromoney December 2007

Hong Kong investors have become happily addicted to China’s flip-flop attitude to the so-called "through train" programme, under which mainland investors will in theory be allowed to buy stocks listed in the former UK colony.

Japan: Ups and downs in bank sector M&A

Euromoney December 2007

Asia market round up: Nomura cuts back in America

Euromoney December 2007

Asia market round up: People moves

Euromoney December 2007

Latin America news and analysis

Latin American Banking: Banks prove resilient to global credit crunch

Euromoney December 2007

Latin American banks are well positioned to endure the credit crunch and a potential global economic slowdown, according to regional specialists. So far, the banking system has weathered the storm and analysts expect it to continue to do so.

Brazil: BNDES fishes for funds

Euromoney December 2007

Foreign banks look for key in Guatemala

Euromoney December 2007

Next year a handful of top international banks might expand operations into Guatemala, according to analysts and bankers.

LatAm DCM: Take advantage of the liquidity

Euromoney December 2007

Primary debt issuance out of Latin America is expected to pick up at the beginning of next year, according to bankers who work in the region.

Argentina: Equity issuance looks set for takeoff

Euromoney December 2007

Argentina’s capital markets could be about to take off, as more than 20 companies line up to list on the Buenos Aires stock exchange.

Chávez watch: Spanish king tells him to shut up

Euromoney December 2007

Latin America market round up: Goldman names new private banking chief

Euromoney December 2007

EEMEA news and analysis

Russia’s strength should insulate it from US fallout

Euromoney December 2007

After a pause prompted by US-inspired volatility in the global equity markets, Russian companies have resumed new-issue activity, helped by the belief that the strong economic environment in the country will help insulate it from the effects of the fallout from the US.

Africa: Investec makes the case for African investments

Euromoney December 2007

Borrower view: Ingredients for a new world order

Euromoney December 2007

The world’s most profitable chemicals company, and possibly soon to be its biggest, has ploughed ahead with big expansion plans despite the credit crisis, making more use of Islamic and local capital markets. Dominic O’Neill talks to Sabic’s CFO, Mutlaq Al Morished.

Investment banking: Medicap ventures into Africa’s frontier markets

Euromoney December 2007

Sino-Africa M&A: Chinese bring banks into their Africa strategy

Euromoney December 2007

Israel: Credit crisis hits Hapoalim

Euromoney December 2007

Infrastructure finance: MENA fund is on the road

Euromoney December 2007

Private equity: Mid Europa scores private equity hat-trick

Euromoney December 2007

Mid Europa Partners, the leading independent private equity firm focused on central and eastern Europe, has established a notable benchmark for the industry in the region, raising €1.5 billion in commitments for its latest fund, Mid Europa Fund III.

Kazakhstan: Corporates throw down funding challenge

Euromoney December 2007

EEMEA market round up: Carlyle adds mass in Poland

Euromoney December 2007

EEMEA market round up: Alfa scores important first

Euromoney December 2007

Alfa Bank has become the first privately owned Russian bank to raise overseas funding in the post-credit crunch era.

EEMEA market round up: Standard Bank builds Africa debt team

Euromoney December 2007

Market leaders

Citi’s lesson from history

Euromoney December 2007

The US bank recovered from a similar crisis in the early 1990s. But this time around it lacks strong leadership.

Monolines: Beyond protection

Euromoney December 2007

The monolines should survive this crisis, but only because the prospect of them being downgraded is an outcome too far for the battered credit market.

Emerging markets equities: Reasons to be bullish

Euromoney December 2007

The strong run of emerging markets equities looks set to continue.

Covered bond market: The importance of the three Rs

Euromoney December 2007

With little to choose between the capabilities of covered bond departments, issuers are granting mandates for different reasons.

European SIVs: Beggar thy neighbour

Euromoney December 2007

Global problems require global answers.

Spain: Giving savings banks a good name

Euromoney December 2007

Spain’s thriving cajas show the rest of Europe the way forward.

Dollar worries behind India’s boom time

Euromoney December 2007

The sinking dollar – not ­the sub-prime fallout – is the big hurdle for India’s most buoyant sectors.

Is it goodbye to the dollar?

Euromoney December 2007

There’s a lot to be said for a monetary union for north America.

Africa: Opening up the last frontier at last?

Euromoney December 2007

Africa’s banking and capital markets are showing encouraging signs of maturity.

Columns

Abigail Hofman: A new breed is stalking the financial markets: it’s called an interim.

Euromoney December 2007

Despite all the jawboning over the past few years about succession planning, banks seem woefully unprepared if they are forced to jettison a flailing chief executive because of cauldron-like shareholder pressure.

Against the tide: From villains to saviours: the big bank scam

Euromoney December 2007

The big banks’ Mlec fund might well unblock the present credit log jam. But there’s no escaping the fact that global liquidity has contracted and capital is being repriced upwards.

Inside investment: Quant crunch

Euromoney December 2007

Rumours are rife that quant funds stumbled again in November. If they are to thrive in the future, they need to learn from these mistakes.

When will the hoarding stop?

Euromoney December 2007

The hoarding of cash by banks is understandable but dangerous.

Front end

Goldman gets down to brass tacks

Euromoney December 2007

Spotted in India: Goldman Sachs’s chairman and CEO, Lloyd Blankfein, enjoying the festivities at a party in New Delhi hosted by Azim Premji, the silver-haired chief of one of the subcontinent’s biggest IT firms, Wipro.

Singing along with Public Bank

Euromoney December 2007

There have been few signs of summer loving in the boardrooms of the bulge-bracket banks, with more and more senior executives being told by angered shareholders and directors "You’re the one that I (don’t) want" as post-sub-prime gloom spreads.

Meredith Whitney, CIBC World Markets analyst: Grappling with Citigroup

Euromoney December 2007

Those looking to harm Ms Whitney may want to think twice.

HSBC: Up ’n’ under

Euromoney December 2007

HSBC’s global headquarters in Canary Wharf hosted an entirely different type of journalist last month at the press conference announcing the British bank’s sponsorship of the British and Irish Lions for their 2009 tour of South Africa.

Hedge Royale: “No Mr Bond, I expect you to hedge…”

Euromoney December 2007

Whether it’s Louis Hagen donning pom-poms and leading a Pfandbrief cheer or a University Challenge-style quiz during the lunch break, every conference needs its memorable moments.

Quotes of the month

Euromoney December 2007

Off the record

Euromoney December 2007

Research guide


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