Month: January 2016

There are several considerations following the surprise Bank of Japan (BOJ) policy announcement on its QE easing with negative interest rate. This reminds me of the negative interest rate European Central Bank (ECB). Even though Japan is going through weak Y-Y nominal GDP growth, it is worth noting that the economy is still one of … Continue reading BOJ-Negative Interest Rate-Eurozone Party All Over Again

The recent China slowdown has put the spotlight back on Alibaba. Alibaba is effectively one of the world's largest shadow banking institution. Despite its "disappointing" 4Q 2015 gross merchandise volume growth (GMV) at 22% vs. 28% prior, Alibaba's GMV stood at a staggering 964 billion yuan ($147 billion) in the final quarter of 2015. Source: … Continue reading Alibaba -The Hidden Fintech Gem