Monday, March 25, 2013

UK big five banks' profits 'wiped out'; Devastating rescue of Cyprus; India's leaderless democracy; Teen turns tech millionaire


1 UK big five banks’ profits ‘wiped out’ (BBC) The major UK banks saw a 45% rise in core profits in 2012, but that hike was wiped out by a mix of regulation and their own mistakes, a KPMG report says. Its performance report looks at Barclays, HSBC, Lloyds Banking Group, RBS and Standard Chartered. It says the banks' combined core profits last year were £31.5bn. But this was eliminated by the "cost of past mistakes and increased creditworthiness of their own debt", the audit firm's report says.

This development meant that the major banks actually saw their statutory profits slump 40% on the previous year, at £11.7bn, KPMG added. The banks, it says, were hit by PPI costs of £7.4bn - up from £5.7bn in 2011. In addition, there were other fines and penalties from regulators and "redress provisions" of £4.7bn, and a £12.8bn accounting hit for losses caused by the revaluation of "own debt'", "reflecting the credit markets' more positive view on bank issuers and interest rate movements". 

2 Devastating rescue of Cyprus (Robert Peston on BBC) Although eurozone governments and the International Monetary Fund have rescued Cyprus, it probably won't feel like much of a rescue. The second largest bank, Laiki, is being closed. Losses from its closure, which will be substantial - billions of euros - will be absorbed by holders of its bonds and those with deposits over 100,000 euros ($130,000). So at a stroke, one important source of credit to the economy will be eliminated.

There is some relief for those with savings of 100,000 euros or less, because their cash will be transferred to the Bank of Cyprus, the country's biggest bank, and kept intact. But Bank of Cyprus too is being reconstructed. And the costs of making sure it has enough capital to operate safely in the future will also fall on its deposits greater than 100,000 euros. So these depositors too will incur losses running to billions of euros.

In the long term as well, prospects for this economy will be extremely challenging: the country's important offshore banking industry, the business of looking after the tax-escaping cash of Russian businesses and individuals, is in effect being closed down forever. All those losses being heaped on large depositors are reason enough for anyone with a choice about where to place their cash to stay away from Cyprus forever.

So here is the Cyprus "rescue" in a nutshell: 1 An economy that will be starved of credit, and will therefore shrink rapidly and very painfully for citizens. 2 An economy whose main industry, offshore banking, is being shut. 

The price for Cyprus of staying in the eurozone will be as great as for the people of any of the currency union's over-indebted nations. What should give the eurozone's leaders some pause for thought is that at some point the people of countries in financial difficulty may begin to wonder whether they are right to be paying this steep bill to preserve the euro.

3 India’s leaderless democracy (Nilofar Suhrawardy in Khaleej Times) Despite there being too many leaders in almost every domain, India suffers from the severe problem of being a leaderless country. Though Manmohan Singh heads the government as Prime Minister, prospects of him being hailed as a national leader remain as low today as they were a decade ago. Sonia Gandhi has established herself as the Congress chief and head of the coalition, the United Progressive Alliance (UPA), but her foreign birth remains an obstacle to her ever heading the country. All eyes are set on her son Rahul Gandhi taking over the reins of government, yet there still remains doubt on whether he is ready for the task or not. 

The leading opposition party, Bharatiya Janata Party (BJP) is confronted with the same problem in a more taxing manner. Veteran L K Advani has been marginalised in his own party by the saffron brigade. The key decision making process in the BJP is now being controlled by the present party head Rajnath Singh, former party chief Nitin Gadkari, Gujarat Chief Minister Narendra Modi, leader of the opposition in Lok Sabha (Lower House) Sushma Swaraj and leader of opposition in Rajya Sabha (Upper House) Arun Jaitley.

The recent political history has witnessed a rise in self-acclaimed leaders identifying themselves with the common man. Arvind Kejriwal heads this list, who has also formed a political party called the Aam Indian Party (AAP). The truly common Indian, from rural as well as urban areas, has little time for most political distractions, whether they are Rahul Gandhi’s speeches, Kejriwal’s demonstration or BJP’s rally. They can, of course, be ‘bribed’ to participate in these gatherings, which they usually agree to out of their material interest and not because of their political leanings.  

On one hand, numerous leaders as well as parties at national stage and at regional levels may be viewed as a very strong reflection of this country’s democratic political fabric. Yet the tragedy is that stretching in too many directions — regional, religious, caste and creed are weakening the same political fabric. The only relief is that these barriers are not stretched to violence and conflict at grassroots level. Thus, in essence, despite India being virtually a leaderless country, the Indian voters’ conscience has not let this weakness prove fatal.

4 Teen turns tech millionaire (Brian Stelter in The New York Times) One of Yahoo’s newest employees is a 17-year-old high school student in Britain. As of Monday, he is one of its richest, too.  That student, Nick D’Aloisio, a programming whiz who wasn’t even born when Yahoo was founded in 1994, sold his news-reading app, Summly, to the company on Monday for a sum said to be in the tens of millions of dollars. Yahoo said it would incorporate his algorithmic invention, which takes long-form stories and shortens them for readers using smartphones, in its own mobile apps, with Mr. D’Aloisio’s help.

Mr. D’Aloisio, who declined to comment on the price paid by Yahoo (a technology news site pegged the price at about $30 million), was Summly’s largest shareholder. “They took a gamble on me when I was a 15-year-old,” Mr. D’Aloisio said, by providing seed financing that let him hire employees and lease office space. The fund read about Mr. D’Aloisio’s early-stage app on TechCrunch, the Silicon Valley blog of record, found his e-mail address and startled him with a message expressing interest. 

Other news-reading apps have attracted corporate attention as of late, reflecting the scramble by media companies to adapt to skyrocketing traffic from mobile devices. The social network LinkedIn was said to be pursuing an app called Pulse earlier this month. Still, the eight-figure payday for a teenage entrepreneur on Monday struck some as outlandish and set off speculation that Yahoo was willing to pay almost any price for “cool.”

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