Bank Credit Weekly: Powell Put Strengthens in Asia While Still Waters Run Deep
: Still waters run deep. Do not be fooled by calm appearances. Asia’s high yield market outpaced the US as risk sentiment diverged following the...
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European Banks: Balance Sheet Assessments in the Face of Adversity
In this report, we look at balance sheet strength and loan loss provisioning “readiness” and the planned EU pandemic recovery fund EU leaders have...
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European Banks: Screening for Value January 2020
High liquidity in markets and improving investor risk appetite appear to be driving the rotation into equities and especially value stocks, which...
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Asian Bank HY Credit Weekly: New Year / New Issue Market
Risk-wait, risk-on and new issue markets impacted Asian bank bonds over the geo-politically eventful week ending 10 January 2020. After a slow...
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European Banks; a Quest for Value
We look across the mid-cap and larger cap universe of European banks for value picks, in this "risk on" climate in markets Based on consensus...
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