Welcome to Schulte-Research

Paul Schulte has 27 years experience as an analyst. He has experience in economic policy (NSC economic desk and Republic of Indonesia Ministry of Finance), sell side research (Credit Suisse, Barings, Lehman Brothers, Nomura, China Construction bank Intl.), buy side (Tiger Cub hedge fund in the US for 5 years), and academia (part-time MBA professor at UST/ NYU Stern School, HKU/Columbia MBA program and Kellogg for the past 15 years).

His research integrates analysis of banks and liquidity with corporate credit to get a clear and robust view of equity markets. Balance sheets drive markets. Income statements do not. Liquidity, whether we like it or not, IS solvency. When credit lines are pulled, danger begins. Bank liquidity rules the roost in equity markets, and these trends very often spill over into real estate and currency. Get bank liquidity and solvency right and the rest follows. Research pieces will always have a trade idea to help investors make money.

Schulte Research is an independent research service provided by IND-X Advisors Limited.


 

Latest from my Blog

FinTech Is Merging with IoT and AI to Challenge Banks: How Entrenched Interests Can Prepare

FinTech Is Merging with IoT and AI to Challenge Banks: How Entrenched Interests Can Prepare

1. Paul Schulte 1. is the founder and editor of Schulte Research in Hong Kong. (paul{at}schulte-research.com) 2. Gavin Liu 1. is a senior analyst at Schulte Research in Hong Kong. (gavin{at}schulte-research.com) 1. To order reprints of this article, please contact David Rowe at drowe{at}iijournals.com or 212-224-3045.