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Blog
India A Very Expensive Market (Reuters)
Paul Schulte
August 12, 2014
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Bloomberg: Finding Value in China’s A and H Shares
Featured on today's Bloomberg Market Outlook
Paul Schulte
August 11, 2014
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China Value and Credit ED.48
We have conducted a comprehensive credit check up on Chinese H shares and A shares using the Altman Z score. This is a solid test which measures how effectively corporates manage their balance sheets. It looks at efficiency, profitability, asset turnover, working capital and debt levels. The credit study we conducted involved US$1.5 Tr of market cap. ————————————————————————– Full report is available in “RESEARCH” ————————————————————————–
Paul Schulte
August 4, 2014
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ED.47 After Portugal Who Else Is Vulnerable?
In my research over the past 2 years, I have created multiple charts which show loan/deposit ratios and tangible leverage for banks globally. First on the list of those in the danger zone with a high LDR and high leverage is Portugal. ————————————————————————– Full report is available in “RESEARCH” ————————————————————————–
Paul Schulte
July 23, 2014
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RTHK: Money For Nothing
I was recently invited as a guest speaker on RTHK's Money for Nothing . Please see below for the link. Enjoy ! The strength of online companies
Paul Schulte
July 2, 2014
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ED: 46 Global & Asia Portfolio Scraping: What Everyone Owns (and It Isn’t Banks!)
We have done some scraping (sounds naughty!) and looked at all the publicly available data on the top holdings of the largest hedge funds and the largest Asia-based funds. ————————————————————————– Full report is available in “RESEARCH” ————————————————————————–
Paul Schulte
June 30, 2014
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19-06-2014 Interview : Eye On The Globe (Reuters)
Paul Schulte
June 23, 2014
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Get Close to the Cloud Server or Perish
Alibaba will be unbeatable in 1. Consumption Data; 2. Payments Behavior; 3. Finance and Investment Data; 4. Location Data; 5. Family Creation Patterns; and 6. Social Networking. In this report we explore how algorithmic bots (in alliance with the cloud) are creating five phenomena. -------------------------------------------------------------------------- Full report is available in "RESEARCH" --------------------------------------------------------------------------
Paul Schulte
June 18, 2014
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Featured on CCTV : Banking growth slows in emerging Asian markets
My view on Investment Banks in this video clip (1:56)
Paul Schulte
June 11, 2014
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Bank Technicals
The single most overbought index globally (which is also losing momentum) is the SENSEX. The ECB rate cut is electric for leveraged assets. RISK ON! Deutsche Bank is THE most oversold bank globally. There is a very good chance of a melt-up in leveraged assets.
Paul Schulte
June 9, 2014
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About Paul Schulte

Paul Schulte has had a career in equity research which spans 22 years on both the buy and sell sides covering the Asian and emerging markets. He also has 5 years of government policy experience in emerging markets. He has been frequently ranked in top-five…read more

Paul Schulte

Philosophy

The Schulte Research Report focuses on banks, bank credit, liquidity & corporate solvency. Bank credit drives economics, not the…read more