Mexican Banks’ August Data; Another Solid Month
August Mexican banks' returns further recover with credit cost growth limited & opex growth contained; good credit quality & coverage trends imply...
334 Views
Mexican Banks’ July Data Show Strong Balance Sheets, and Continuing Improvements in Returns
Mexican banks' returns continue recovering to July as credit costs recede & opex growth is contained; healthy credit quality & coverage trends...
180 Views
EM Fund Positioning: All You Need to Know
In this analysis, we provide a detailed overview of investor positioning among 250 active Global Emerging Market funds with combined AUM of $500bn.
311 Views
Mexican Banks ROE Recovery Continues into June
June data shows Mexican banks' ROE is rising helped by falling cost of risk; capital is sound, NPLs are contained; BBVA Bancomer & Banorte employ...
186 Views
Mexican Banks Continue to Address NPL Issues in May
Mexican banks' May data shows rising write-offs as pandemic-related NPLs are addressed (Fig2), with better cost of risk; NPL coverage is healthy...
319 Views