HSBC – Unimpressive
There appears to be a recurring theme with banks, whereby those with high credit costs early in the year relative to recent years, see a marked...
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LatAm Banks – Late Bloomers On Credit Costs?
We have seen with many European and US banks, a sharp reduction of credit costs during 2Q20 compared with 1Q20. Even in Japan some banks have...
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Turkey – Grand Experiment Is Failing
*Backward, Not Forward: Turkey is fast becoming a frontier market. The rise of President Erdogan looks to threaten generations of wealth...
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DNB ASA – Window To Be Constructive Is Open
*Stand Out Quarter For First Major European Out of The Box: DNB ASA (DNB.NO) [DNB] kicked off 2Q20 results season with a bang, reporting a...
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HSBC – Not Quintessential Recovery Bank
It is not easy to be excited about HSBC Holdings (HSBA LN) even if there are increasing signs of recovery in many areas where this global behemoth...
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