Seeking Alpha

Advantage zyaada's  Instablog

Advantage zyaada
Send Message
As a top 10 analyst in recent stock performance and detailed research and strategy notes in banking, retail, logistics and IT services businesses I would be an ideal partner for most entrepreneurs and large company strategists, sales and marketing teams An accomplished presenter, I get frequent... More
My company:
Advantage zyaada
My blog:
Obamanomics
  • after the oughties, the teens... | Advantage banks 0 comments
    Jan 11, 2010 8:37 AM | about stocks: BAC, C, WFC, WFC.J, JPM, GS, BRK.B
     The Emerging Markets will be busy of course with Infrastructure Finance, with smaller tickets like ICICI Bank and Kotak sticking to stonewalling new credit for non existing capabilities to absorb NPAs. No one is asking their creditors to run away specifically, but we continue to be sure that they are in trouble. Also Commercial real estate may not be allowed under infrastructure tab in any risk profile markets either N11 or India & China or the resurgent Yuan fed Africa.

    Recently Moynihan also addressed town hall meetings as foreclosures modified exceeded 4% of the mortgages after a blank ten months. A similar town hall of bankers is now in progress in India hosted by SBI as the dollar continues for a resurgent 2010. Euro trades might not catch on to Indian FX intermediation even after a couple of bankruptcies, you may not be able to tell them apart from the Pound bashing that will ensue after British polls

    New Bank Of America CEO Brian Moynihan Gives Speech On Banking Industry

    Harder to understand and predict also will be the hopes of offshored jobs coming back whether it is Obama tricks or new centers in Morocco, Monte Carlo and mid-town America. Banking in any case is happier with the current branch marketstructure and does not envisage new branches from Chinese competitors or the phantom regulations of the pay czars.

    Brian Moynihan and Benmoshe do indicate however that there are likely more new jobs for everyone by virtue of their own selves being virtual dolls of Greenberg and Kenneth Lewis. Citi is likely to pay second fiddle to Wells Fargo in the market sweepstakes and BofA may follow both if not careful. The other continents are likely to hear from only JP Morgan and Goldman Sachs this year. I hope Kotak and ICICI do not start recruiting, nor the Asian banks from Mainland China ;lol

    South Africa and Brazil may yet write the new chapter for Banking growth, given the deeper pockets that reach those shores in Infrastructure. Random thoughts or the Perfect Storm 2e edition, we’ll decide after Hank Paulson publishes his fictional piece on the raison d’etre of the crisis, or the raison d'etat.

    Welcome to Advantage Banking and Advantage Infrastructure in the new decade. We don’t think banking ever slimmed down at all! However, Fat Cat bankers are out of the mix.



    Disclosure: None.

    Disclosure: None
    Themes: Banking Stocks: BAC, C, WFC, WFC.J, JPM, GS, BRK.B
Back To Advantage zyaada's Instablog HomePage »

Instablogs are blogs which are instantly set up and networked within the Seeking Alpha community. Instablog posts are not selected, edited or screened by Seeking Alpha editors, in contrast to contributors' articles.

Comments (0)
Track new comments
Be the first to comment
Full index of posts »
Latest Followers

StockTalks

  • All this is selling into china though. What is china selling next decade?
    Dec 13, 2010
  • All this is selling into china hough. What is china selling next decade?
    Dec 13, 2010
  • Brazilian miner MMX (MMXMY.PK -3.3%) will invest $2.9B to increase production at existing projects
    Dec 13, 2010
More »

Latest Comments


Most Commented
  1. ING's Private Bank sale (2 Comments)
Posts by Themes
Instablogs are Seeking Alpha's free blogging platform customized for finance, with instant set up and exposure to millions of readers interested in the financial markets. Publish your own instablog in minutes.