Italian Banks: Credit and Sovereign Bond Risks
In this report we look at sovereign bond exposure and credit risk for the Italian banks The leading Italian banks have reduced banking book...
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Deja Wu – Corona Virus Now Infects Global Financials
Dusting Off the Old Playbook: The globe is finally coming to the realization that corona virus containment means that global economic activity...
363 Views
Italian Banks: Target2 Balances, NPL Trends in the Spotlight
The lock-down in northern Italy announced at the weekend implies a large economic cost Portfolio outflows from Italian securities are set to...
286 Views
Unicredit (UCG IM): A Name Worth Revisiting, Despite the Volatility and Uncertainty
Italian bank shares have unsurprisingly been hit by coronavirus concerns and recently disappointing Italian economic data UniCredit SpA (UCG IM)...
326 Views
Yes Bank, No Bail-In Precedents: Re-Iterate Buy Senior Unsecured
Rating downgrades, clear governance issues, increasingly likely loan losses and underwhelming capital support. This is the making of a train-wreck...
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