Simon Ogus, Hong Kong-based chief economist for Asia at Warburg Dillon Read, is a top bear.
"The pace is picking up, " says Brian Rose, senior economist at Warburg Dillon Read in Tokyo.
Paul Donovan, an economist at Warburg Dillon Read, has tried to quantify all this.
"This is not a flash in the pan, " says Subra Subramanian of Warburg Dillon Read Securities (India).
"They're quite open, " says Michelle Mak of Warburg Dillon Read in Hong Kong.
Cameron Crise, an analyst at Warburg Dillon Read, has tried to do this by making use of equity risk premiums.
"Everybody knows that without another package things will get worse, " says Brian Rose, an economist at Warburg Dillon Read in Tokyo.
Warburg Dillon Read, an investment bank, argues that measured by international standards the chaebol would look even worse than they already do.
Brokerage Warburg Dillon Read also expects 100 basis points, and perhaps more.
Jon Santemma, of Warburg Dillon Read, reckons that if Internet firms can demonstrate the potential to save money, they could win lots of state-funded business.
The two banks will consolidate their retail banking in Switzerland and form a merged entity, Warburg Dillon Read, to take on the Americans in investment banking.
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Credit Suisse First Boston, Warburg Dillon Read and Merrill Lynch: all have, of late, curtailed their reliance on trading in favour of fee-based income such as advice on mergers, which are booming (see chart).
However, Larry Hatheway of Warburg Dillon Read argues that the euro is unlikely to rebound strongly until faith in America's new economy fades, along with the belief that the returns on American assets will always outperform those in Europe.
The combination offer has plenty of backers: the Bank of China, Warburg Dillon Read, HSBC, the powerful family of Li Ka-shing and Hong Kong public sentiment (which is wary of the SingTel deal because 76% of that company is owned by the Singapore government's investment arm).
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Warburg and America's O'Connor and Dillon Read, responsible for building it up.
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