HALISTER1: India Govt Bond Volumes Double in July on Monsoon, Global Yields

India Govt Bond Volumes Double in July on Monsoon, Global Yields

(Bloomberg) -- India govt bond trading volumes daily averaging at 962.2b rupees ($14.3b) so far in July vs 449.6b rupees average in 2016.
  • “Large turnover is due to bullishness amid the good monsoon and low global yields,” Debendra Kumar Dash, bond-trader at DCB Bank says
  • RBI OMOs helped in absorbing supply
    • NOTE: RBI has bought 800b rupees of bonds via OMOs since April policy meeting
  • Weekly bond auctions have been well bid with a few bids absorbing entire auction supply; this has led to secondary market demand
  • Yield on 7.59% govt bond due 2026 down 1 bp to 7.24%; has seen five successive week of falls
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

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Debendra Dash (DCB Bank Ltd)

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HALISTER: U.K. Banks Seen Needing Deeper Cuts as Brexit Dominates Earnings

U.K. Banks Seen Needing Deeper Cuts as Brexit Dominates Earnings

Alert: HALISTER
Source: BN (Bloomberg News)

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BARC LN (Barclays PLC)

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Alevizos Alevizakos (HSBC Bank PLC)
Andrew Coombs (Citigroup Global Markets Inc)
Carlos Duarte (Moody's Investors Service Inc)
David Moss (F&C Asset Management PLC)
Douglas Flint (HSBC Holdings PLC)

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HALISTER1: Singapore to Take Stronger Regulatory Actions After 1MDB Probes

Singapore to Take Stronger Regulatory Actions After 1MDB Probes

(Bloomberg) -- Singapore’s reputation has been dented after probes on transactions linked to 1MDB showed lapses of anti-money laundering controls at banks, Monetary Authority of Singapore Managing Director Ravi Menon says at Monday briefing.
  • MAS won’t investigate 1MDB per se but more on transactions related to fund flows surrounding 1MDB: Menon
  • MAS sees no “systemic” issues in banks’ reporting of suspicious transactions: Menon
  • “What happened is simply unacceptable. We may not be any worse than other jurisdictions. But that is no consolation. We have not met the high standards we have set for ourselves,” Menon says
  • Money laundering has became more sophisticated and thus more difficult to detect: Menon
  • Large banks spending upwards of $1b/year in anti-money laundering measures, Menon citing reports
  • MAS looking at technology to use in anti-money laundering control: Menon
  • Fewer financial jobs, if at all, to be created in Singapore this year due to slower growth in sector: Menon
  • Last year, financial services sector created net 4,500 jobs in Singapore: MAS data
  • Non-performing loans ratio in Singapore banking system rose to 1.7% in first quarter, from 1.3% yr ago: MAS
  • Banks in Singapore “well-placed” to ride current soft patch in economic conditions: MAS
  • Menon says does not see ’’large capital outflows’’ from Singapore following Indonesia’s tax amnesty bill
Alert: HALISTER1
Source: BFW (Bloomberg First Word)

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0206021D MK (1Malaysia Development Bhd)
MASP SP (Monetary Authority of Singapore)

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Ambat Menon (Monetary Authority of Singapore)

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