Japan's Banks Can Lose 30% of Income
With less interest income on cash, securities and loans, Japan’s banks can lose a considerable amount of current profit. We show how negative...
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AmpGFX - Warning Signs for EUR and JPY, EM Rally Mature, Gold May Be Poised for Renewed Strength
The recent rebound in global assets has been driven by emerging market and USA assets, while other developed markets, particularly Japanese and...
192 Views
Japan's Nasty Margin Trend
It was bad enough before, but negative rates will only exacerbate the worsening margins of Japan’s banks. These banks are highly liquid, so that...
190 Views
Bank Regulatory Changes to Credit Risk
BIS will no longer allow internal modeling for banks to arrive at risk weights In all likelihood, there will be a rise in credit risk assets,...
225 Views
Sharp & Hon Hai: A Deal Approaches, Fifth Column Risk?
The past week has seen suggestions Hon Hai would pay between 100-200bn yen less for Sharp than initially envisaged with the 200bn number having...
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