Global Financials Positioning:Â Funds Hit Maximum Overweight - Rotate Out of USA, into EMEA/Asia
In this report, we look at financials positioning among global equity funds which, in line with global EM funds, are sitting at their highest...
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Bangladesh Banks – Harder Line Being Taken
* Regulator spread letter and LDR changes could prompt aggressive NIM/spread compression at the Bangladeshi banks.  * Higher capital requirements...
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Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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Credit Costs – US Banks
There are many US banks with high growth in loan loss provision expenses (LLP) in 4Q17. JPMorgan Chase & Co (JPM US)Â is at 51% YoY. Bank Of...
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Citigroup Core Income Delta and US Banks' Margins
Citigroup Inc (C US)Â is yet another large bank that shows how interest income gains can be overshadowed by interest expenses, and also rising...
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