Asian Bank HY Credit Weekly: New Year / New Issue Market
Risk-wait, risk-on and new issue markets impacted Asian bank bonds over the geo-politically eventful week ending 10 January 2020. After a slow...
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Market Impact of Oil Shock
Middle East tensions continue to ratchet up, and Brent crude oil prices have risen over USD 70/bbl this weekend against a 2019 average of USD...
418 Views
European Banks; a Quest for Value
We look across the mid-cap and larger cap universe of European banks for value picks, in this "risk on" climate in markets Based on consensus...
426 Views
Rotation into Value - More to Come from the Italian Banks, Especially Banco BPM (BAMI IM)
The global rotation into value stocks has led the Italian banks to outperform the European banks sector index year-to-date and over the last three...
401 Views
Mexican Banks - A More Demanding Quest for Value; Take Profits on Banorte
Mexican banks and financials' solid share price performance makes the quest for value a tougher proposition We stick with our positive...
393 Views