Asia Calling: From Currency Wars to Competitive Monetary Easing
* The BoJ shocked the market, cutting rates to negative and threatening further rate cuts if needed* The apparent change in BoJ stance has to be...
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Jumping the Shark? Jumping the Sharp?
In the beginning, Arthur Fonzarelli was cool. Then, after four seasons of hit sitcom Happy Days, the writers apparently felt things were a bit dull...
584 Views
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...
260 Views
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%,...
1.3k Views
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,...
211 Views