Mexican Banks: Confronting the Credit Quality Challenge
Mexican banks have mostly increased provision charges, to bolster loan loss reserves and prepare for the worsening credit quality outlook The...
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LatAm Banks – Late Bloomers On Credit Costs?
We have seen with many European and US banks, a sharp reduction of credit costs during 2Q20 compared with 1Q20. Even in Japan some banks have...
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Mexican Banks – April Data Sets the Scene for 2Q20
Mexican banks’ key data for April sets out the key challenges for 2Q20; cost of risk continues to worsen, with fee generation under pressure; near...
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Mexican Banks’ Cost of Risk Assumptions: Banorte Management in Denial?
The top five banks 1Q20 results, as disclosed by the bank regulator, CNBV, show a broad range on cost of risk assumptions In the more conservative...
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Mexican Banks: Data Trends and Thoughts on 2020 Outlook
We see the Mexican bank system figures, and those of individual banks, at year end 2019, as sub-optimal In essence, loan growth is soft and may...
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