Beware of Thinning Margins for Japan Banks, Especially as Credit Costs Normalize
Net interest margins are core to bank income, and in Japan the levels are frighteningly low. When we focus on credit cycles and regulatory change...
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A Gradual NPL Cycle in Asia
Only three countries in Asia Pacific are seeing NPLs in decline during over the past three to four quarters. The average rate of growth is 20%,...
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Financial Services Observer. A Polarized World: Credit Bubbles in Emerging and Developed Economies
The financial crisis left a deafening echo in investors' ears.The ingredients of any financial bubble are well known: Easy credit availability,...
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Standard Chartered Bank Is on Sale!
Standard Chartered Bank is truly on sale, just in time for Christmas. It doesn’t mean there won’t be further reductions, but this sort of deal is...
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45 Banks in SE Asia Can Grow for 10 Years Without Need for Capital
We have written previously on why The World of Banking is Becoming Ever More Polarized, In our next report, TLAC Regulations Will Destroy Banks as...
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