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...
676 Views
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...
165 Views
Citigroup Core Income Delta and US Banks' Margins
Citigroup Inc (C US) is yet another large bank that shows how interest income gains can be overshadowed by interest expenses, and also rising...
120 Views
HSBC Holdings Plc – Likely Getting a Big Hickey From President Trump
* Despite bottom-line improvement on a go-forward basis, deferred tax asset (DTA) write-downs are likely at major global financial companies -...
265 Views