June 24 2015

elb2 Today in Exchange Invest:

BSE IPO controversy heats up again as Modi government seems to be stagnant and for SEBI it’s ‘obstinance as usual.’ Li-Ka Shing dislikes dual share classes while Moody’s are looking for a new methodology to rate CCPs. Good news includes Tina Hasenpusch being elevated to CME Clearing Europe CEO while the SFOA Risorgimento continues with a new member, GMEX, and much more, happy scrolling…

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Public Markets

HKEx Faces Uphill Battle With China Commodities ‘Connect’ Plan
Melanie Burton & Lawrence White – Reuters

HKEx is eager to wring value from its $2.2 billion purchase of LME but the chances of it emulating in metals its success in connecting with stock traders on the mainland may be slipping away.

PLY: Given the media was entirely broadsided by the “through train” which it continued to write off as viable well beyond the point it was already an established success, this story is included for the public record element of Exchange Invest.

HKEx To Help Foster Robust Offshore RMB Ecosystem: Charles Li
EJInsight

HKEx aims to build a robust and sustainable offshore renminbi ecosystem as part of efforts to develop Hong Kong into China’s premier offshore wealth management center.

PLY: HK’s relative competitive advantage on the offshore RMB front may have slipped somewhat given the multiple competitive clearing centres nascent in London, Frankfurt et al, not forgetting:

Hubs Like Singapore Vital To Internationalisation Of RMB
Patrick John Lim – Channel NewsAsia

The Atlantic Council has released a white paper outlining the path for greater RMB acceptance.

QV Premium China Capital Markets Transformation Brief.

Li Ka-shing Not A Fan Of Dual-Class Shares (subscription)
Jing Yang – SCMP

“I have always been of the view that one-share-one-vote is better. Many countries have this system,” said Asia’s richest man after the annual shareholder meeting of CK Hutchison.

PLY: Hooray for one sensible billionaire voice after HKEx earlier this week, made more moves towards the dark side of shareholder ‘democracy.’

Legal Action Heats Up In Swaps Suit (subscription)
Katy Burne – Wall Street Journal

Allegations that banks and two swaps industry groups colluded against would-be competitors in the credit-derivatives market are rippling through the investment world again.

BlueMountain Capital Management, Citadel and Pimco received subpoenas in recent months under an investor lawsuit alleging anticompetitive practices by the banks and industry groups. No wrongdoing is alleged on the part of the firms receiving the subpoenas.

The investor lawsuit, brought in 2014 by a series of retirement and pension funds in a federal district court in New York, accuses 12 banks, Markit and ISDA of conspiring to block competing providers and exchange trading in the CDS market.

PLY: Messy.

CME Says Futures Pit Closure Delayed Until July 6 Or Later
Reuters

The final open-outcry session is expected to be on July 6, not July 2 as previously announced, pending the expiration of the regulator’s review period. CFTC could also delay the pits’ closure by up to 90 days.

CME press release here, Previously discussed here.

Moody’s To Reassess Clearing House Risks (subscription)
Joe Rennison – Financial Times

PLY: A woman with clearly no fear of alphabetism, Ana Arsov, is asking for comment from industry participants to create a new methodology and rating system for clearing houses at the moment when regulatory fiat is engorging some and threatening to force feed others with morsels which I doubt will turn into foie gras no matter how long they are left in the novation gullet. Clearly initial reading ought to include EI Premium posts such as:

Homer Simpson & The Supermodel Buffet – aka a Guide to Clearing in the New Era
Sometimes You Need A Plumber
Open Clearing: A Paradismal Shift By LCH

SGX Sets Aside S$1.5m To Support SME Fund-Raising Platform
Channel NewsAsia

PLY: A welcome fillip to support CapBridge, a fund-raising platform for early-stage SME, over 3 years.

SGX press release here.

ELITE Connect IR Portal Launches In Beta Phase
LSE

LSE beta launches ELITE Connect, a new social network for public companies, intermediaries and institutional investors.

Private Markets

When Will India’s BSE Go Public?
Leslie P. Norton – Barron’s

CEO of BSE Ashish Chauhan has dramatically increased trading speeds, revived market share in stocks and derivatives, launched a mutual-fund trading platform and more…But Chauhan has disappointed his fans in at least one area: He hasn’t yet succeeded in taking the BSE public.

PLY: Frustrations fester as the Modi government are not following their previous free market approaches while SEBI appears to be throwing everything at stopping the BSE from listing for all manner of (often highly irrational) reasons. A disappointing footnote to what has been a torrid few years for India’s reputation as an emerging force in markets.

Aequitas NEO Exchange Launches Listing Platform
MondoVisione

PLY: As discussed yesterday, Aequitas heads into direct competition with TMX for listings of IPOs and investment products.

Stock Market – An Apparent For Ethiopia, Ethiopians & Ethiopian Economy
Dr. Sreepada Hegde – allAfrica

Today’s not so trivial, trivia: Ethiopia is the world’s largest nation without a stock exchange…

Read our Premium briefs: Rise of Africa – Part 1Part 2Part 3Part 4Part 5.

Special Section: FTI, NSEL, India at the Crossroads

PLY: MCX +2%, FTIL flat…

Technology

Contineo Structured Product Platform Goes Live
MondoVisione

Contineo, whose on-boarding subscribers include Julius Baer, Barclays, BNP Paribas, Goldman Sachs, HSBC, J.P. Morgan and Societe Generale, is a messaging network facilitating transactions between buy- & sell sides.

Products

Thomson Reuters Launches New Valuations & Transparency Capability – New Capability Offers Greater Transparency For Structured Notes & OTC Derivatives
MondoVisione

PLY: Thomson Reuters’ PRs are so transparent they write the whole press release in the headline, negating any need for further comment…or even to read the release.

Career Paths

CME Clearing Europe promoted Tina Hasenpusch to CEO. Hasenpusch will replace Lee Betsill, who will be returning to Chicago as MD, Global Clearing Operations at CME Clearing. In addition, Tony Zangrilli is appointed as COO of CME Clearing Europe to replace Hasenpusch.

PLY: All the best to Lee Betsill on his return to Chicago and vast plaudits to Dr Hasenpusch who richly deserves her elevation to CME Clearing Europe CEO.

Can New Chief Revive Fortunes Of Ailing SGX?
Grace Leong – Straits Times

Loh Boon Chye takes over as CEO of SGX on July 14 (reported here), amid hopes that he will revitalise South-east Asia’s second-largest bourse.

Mr Loh is taking the helm when the contrast between the China and Hong Kong bourses and SGX could not be more stark.

PLY: And all the best to Magnus Bocker as he leaves office.

Financial Calendar

This week

CME $0.50 Q2 2015 dividend payment – June 25
Nasdaq $0.25 quarterly dividend payment – June 26

New announcements

CFTC Division of Market Oversight public roundtable on July 15, 2015, to discuss the Commodity Exchange Act’s trade execution requirement and the process of making Made Available to Trade (MAT) determinations (announcement here).
CBOE Q2 Financial Results – Friday, July 31, 2015

All forthcoming exchange / investment related events are now listed in our Events page.

Other stories

Keynote Speech By Duncan Wales, ICAP Group General Counsel, ICMA AGM
ICAP

PLY: This speech is well worth reading, demonstrating a clarity of thought from within ICAP which still sets it apart from many market infrastructure participants, and especially the IDBs overall. I am sorry I couldn’t make it to ICMA this year as theirs is always a brilliantly organised event under the watchful eye of the excellent Allan Malvar.

Japan’s Financial Services Agency: Panel For Vitalizing Financial & Capital Markets Releases A Summary Statement
MondoVisione

Most Kiwis Remain Confident In NZ’s Financial Markets, Survey Shows
MondoVisione

Confidence in NZ’s financial markets remains stable, with 60% of New Zealanders feeling confident in the state of the country’s financial markets.

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