Global Financials Positioning: Funds Hit Maximum Overweight - Rotate Out of USA, into EMEA/Asia
In this report, we look at financials positioning among global equity funds which, in line with global EM funds, are sitting at their highest...
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[Earnings Preview] JP Morgan Poised to Outperform on Superior NIM & Fortuitous Acquisitions
JP Morgan Chase (JPM) reported record profits of USD 49.6bn in 2023 fuelled by windfall from rising interest rates. Read comments for more details.
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Bangladesh Banks – Harder Line Being Taken
* Regulator spread letter and LDR changes could prompt aggressive NIM/spread compression at the Bangladeshi banks. * Higher capital requirements...
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Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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Credit Costs – US Banks
There are many US banks with high growth in loan loss provision expenses (LLP) in 4Q17. JPMorgan Chase & Co (JPM US) is at 51% YoY. Bank Of...
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