Financial sector veteran, KT Capital Group

Fern Wang

Extensive experience in the financial market covering multiple sectors and products in Moody's, BoA, and Barclays, and a fintech company in China. Work experiences covered Hong Kong, Shanghai and New York.  Last position was a Director at S&P covering financial institutions.

Financial sector veteran

US Banks - Weekly Balance Sheets, Negative C&I Growth, Nearly First Time This Year, Other Negatives

US Banks - Weekly Balance Sheets Show Risk Aversion Remains, New PMI Data Continues to Be Weak

US Banks - Credit Card Charge-Offs Soaring to 8.5%, Can Catch Some Off Guard with Focus on CRE, C&I

The Big 3 U.S. Banks Delivered Solid Earnings on NII, Benign Credit Quality

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

KT Capital Group

Principal investments and advisory firm that focuses on connecting the CIS countries with East Asia.

Principal investments and advisory firm

Equity Bottom-Up

<ul>
<li>Unrealized HTM losses continued to balloon as interest rates crept higher.</li>
<li>What has caused SVB's demise seems to have now been forgotten and ignored by investors.</li>
<li>We took a deep dive into 3 U.S. Banks, First Foundation, Wells Fargo and Bank of America on their HTM losses.</li>
</ul>


Unrealized HTM losses continued to balloon as interest rates crept higher.
What has caused SVB's demise seems to have now been forgotten and ignored by investors.
We took a deep dive into 3 U.S. Banks, First Foundation, Wells Fargo and Bank of America on their HTM losses.


Investors Have Been Buried Their Head in The Sand on Billions of Unrealized HTM Losses

Bank Of America

Investors Have Been Buried Their Head in The Sand on Billions of Unrealized HTM Losses