Japan Mega Banks – Avenue of the Americas
* All That Glitters Isn’t Gold: Structurally, the Megabank American franchises are well-capitalized, have strong credit metrics, and are reliant on...
370 Views
Mexican Banks: Cost of Risk Trends in Focus
The Mexican economic outlook is challenged by the Coronavirus, and with it the weaker oil price and the hit to the domestic tourism...
349 Views
Bank Credit Weekly: US Capital Buffer Risk & Q1 Earnings Reports- JPMorgan Looks Slightly Overbought
We are not convinced that U.S. bank holding company capital ratios are as resilient as many would like to believe. Distributions well in excess of...
355 Views
Choke Hold On American SMEs and Ongoing Liquidity Crisis
* Pandemic Stay At Home Orders To Be Extended: Excluding the Northeast Corridor and West Coast, major American cities would appear to be at the...
279 Views
China A-Share Strategy: More Foreign Players in A-Shares and How Investment Styles Will Impact Them
China’s ownership cap for foreign shareholders in securities and fund-management firms was scrapped as of April 1. This marks a significant...
253 Views