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SELL Indonesian banks - too expensive
ED.24 Singapore: Coal in Property Stocking
ED.23 A World Turned Upside Down
ED.22 Monitise: The Future of Banking Has Arrived
ED.21 China’s Third Plenum: China’s Big Bang
ED.20 iFinance: Four New and Exciting Investment Tools PMs Should Use
ED.19 CindaAsset Management Corporation: The $50 bn. Clearance Sale
ED.18 From High Finance to iFinance: Do not Fear the Digital Financial Revolution !
ED.17 Tangible Leverage: No Other Parameter Is More Important for Banks
ED.16 Global Asset Allocation & Stock Selection
ED.15 Technology Disruption and the End of Vertically Integrated Banks: The Case of Commodity Finance
ED.14 The Asia Jigsaw Puzzle - PRC Bank Rescue Plan is Laid Down and SE Asian FX Crisis Continues
ED.13 Much of a Dutch-ness: Is Australia Ready for the Pain of Falling Wages
ED.12 PRC Banks: Asian Crisis & GFC Comparison Shows Banks are in Danger
ED.10 Property Woes: Rising rates, Falling FX Makes Pricey GEMS Property Vulnerable
ED.9 PRC Banks -- Greek Valuations but Stellar Accounting? Either Mr. Market or Mr. Accountant is Fibbing
ED.8 Korea Banks and Corporate Credit -- Credit Crisis ?
ED.7 Brazil Part II - Patronage and Corruption in Pactual and Petrobras
ED.6 Brazil: At the End of Its Credit Cycle SELL
PRC Hangover Save the Banks
BUY US AND JAPANESE BANKS
Be careful on PRC Banks
Sell Indian banks
Take profit on Thai banks
BUY Japanese and US Banks

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