Japanese Regional Banks: An Old Chestnut Reappears
A curious thing happened on Friday. The Japanese Topix Index fell almost 1%, reflecting overnight weakness on Wall Street, but the banking sector...
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Japan Banks – Rare Time to Shine?
It is rare for Japan’s banks to shine. We wonder if this is now their time and even if only fleetingly so? Credit costs are down substantially for...
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Japanese Banks - Drowning in Liquidity
Spare a thought for the poor, embattled Japanese banker. In this COVID-19-altered world, his biggest problem is that he has too much money. Way,...
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Japanese Banks: Ill Winds
It’s an ill wind that blows nobody any good, as the saying goes. While Japanese industry is starting to count the economic cost of the coronavirus...
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Banks – Credit Cost Delta
There is a major credit cost improvement across many banks globally during 2Q20. This is likely driven by improved credit modeling for defaults and...
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