from Breakingviews:

IPO exuberance ensnares Deutsche, Wells Fargo

August 14, 2014

By Robert Cyran

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

“New Deutsche” just got pushed back again

July 23, 2014

By Dominic Elliott

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Banks swap rewards for risk on public deals

April 9, 2014

By Dominic Elliott

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Global Investing:

No more “emerging markets” please

March 12, 2014

The crisis currently roiling the developing world has revived a debate in some circles about the very validity of the "emerging markets" concept. Used since the early 1980s as a convenient moniker grouping countries that were thought to be less developed -- financially or infrastructure-wise or due to the size or liquidity of their financial markets -- the widely varying performances of different countries during the turmoil has served to underscore the differences rather than similarities between them.  An analyst who traveled recently between several Latin American countries summed it up by writing that he had passed through three international airports during his trip but had not had a stamp in his passport that said "emerging market".

from Breakingviews:

Deutsche is wasting its Libor crisis

January 16, 2014

By Dominic Elliott and Olaf Storbeck

The authors are Reuters Breakingviews columnists. The opinions expressed are their own.

from Alison Frankel:

New ruling puts Fannie, Freddie in line for windfall MBS recovery

By Alison Frankel
December 17, 2013

Has there ever been a more lopsided multibillion-dollar case than the Federal Housing Finance Agency's fraud litigation against the banks that sold mortgage-backed securities to Fannie Mae and Freddie Mac? I don't think U.S. District Judge Denise Cote of Manhattan, who is overseeing securities fraud suits against 11 banks that haven't already settled with the conservator for Fannie and Freddie, has sided with the banks on any major issue, from the timeliness of FHFA's suits to how deeply the defendants can probe Fannie and Freddie's knowledge of MBS underwriting standards in the late stages of the housing bubble. But even in that context, Judge Cote's summary judgment ruling Monday - gutting the banks' defenses against FHFA's state-law securities claims - is a doozy.

from Breakingviews:

Deutsche ditch divines commoditized commodities

December 6, 2013

By Antony Currie
The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Global Investing:

Value or growth? The dichotomy of emerging market shares

November 5, 2013

Investors in emerging markets are facing a tough choice. Should one buy cheap shares in the hope that poor corporate governance and profitability will improve some day? Or is it better to close one's eyes and buy into expensively valued companies that sell mobile telephones, holidays and handbags -- all the things high-spending emerging market consumers hanker after?

from Breakingviews:

Deutsche’s fixed-income pain could exceed rivals’

October 29, 2013

By Dominic Elliott

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Global Investing:

A boost for cheap emerging equities. So will they bite?

September 19, 2013

Emerging stocks have rallied 3 percent today after the Fed's startling decision to leave its $85 billion-a month money-printing in place, and some markets such as Turkey are up more than 7 percent. With the first Fed hike now expected to come in 2015 and tapering starting only from December, emerging markets have effectively received a three month breather. So will the buyers return?