Bond Outlook September 23 2009

There is a way of making good returns in fixed-income – bidding for new corporate issues, but its sustainability is uncertain, to the point where it looks like a mini-bubble.

Russia debate: Russia grapples with economic transition

Russia’s capabilities have been stretched by the global financial crisis and an economic slowdown but its dominant position as a commodity exporter can still be a strength if the necessary reform and reconstruction measures are put in place.

Can Turkish banks avoid economic reality?

How much longer can Turkish banks increase profits while the economy shrinks? The luck and skill of the industry have meant that defaulting borrowers have not yet caused a credit-quality crisis.

Singaporean private banking: Formula for excess

Singapore’s free-wheeling private bankers enjoyed the ride of their lives in the pre-crisis years, but with government intervention and a clutch of lawsuits looming, it looks as though many are finally running out of road.

Government bond/rates: Hires - Rates allure

Two institutions are making a push in the European government bond/rates sector, a development that recognizes the high profits made in rates trading during the first part of this year.

Bond Outlook September 16 2009

Can the increase in US wholesale prices mean that the switch from deflation to inflation is nearer than we thought? Profits taking may be the best option for bond investors.

A blueprint for banking

Government policymakers and regulators around the world are striving to agree new rules to make the financial system safer.