Aozora (8304): The Street Is Fighting the Last War
Aozora's strong growth potential in internet banking and investment banking segments is being overlooked as investors worry about legacy...
130 Views
Global Equity Strategy: Stick With Reflation & Reopening Theme
Our bullish outlook remains intact supported by the absence of breakdowns across major global indexes. Until this changes, we believe global...
488 Views
Japanese Banks: Remember, Remember, the Thrift of November
Japanese people are renowned for their thrift. Even when deposit interest rates are zero they continue to save. But there is little the banks can...
548 Views
Japanese Bank Lending: Losing Momentum
Loan balances have eased back to May levels, with much of the increase in lending by the major banks in March-June reversing between July and...
542 Views
Japanese Banks: Mountains of Money
The cash piles at the banks are turning into cash mountains, prompting some to withdraw some deposit products and suspend counter operations for...
401 Views