Japanese Banks - Drowning in Liquidity
Spare a thought for the poor, embattled Japanese banker. In this COVID-19-altered world, his biggest problem is that he has too much money. Way,...
278 Views
Japanese Banks: Ill Winds
It’s an ill wind that blows nobody any good, as the saying goes. While Japanese industry is starting to count the economic cost of the coronavirus...
253 Views
ECB Dividend Action Likely Leads to Similar Moves In Asia
* ECB Potentially Killing Dividends: The European Central Bank (ECB) is likely to make a final decision next week on whether to allow banks to pay...
320 Views
Banks – Credit Cost Delta
There is a major credit cost improvement across many banks globally during 2Q20. This is likely driven by improved credit modeling for defaults and...
581 Views
Japan Post Bank – Structural Decline
With asset yields under pressure there is no comparable relief on funding. This is due to the nature of Japan Post Bank (7182 JP)'s (JPB) high rate...
388 Views