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...
399 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...
386 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%,...
1.4k 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,...
325 Views
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...
490 Views