Japanese Banks: Awash in Cash
The megabankers are awash in cash: their loans to deposits ratios (LDR) - an important measure of overall efficiency - have collapsed to below...
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Japanese Banks: End of March Blues
Last week was an extraordinarily volatile period for Japanese bank stocks, with the sector rising around 14% after a protracted period of negative...
428 Views
Global Banks – Razor Thin Capital
It is not the time to have limited capital. There are bound to be mishaps with derivatives, securities, not just loans. While total provisions can...
514 Views
Japanese Banks: A Backward Glance
As we await the imminent release of 3Q FY3/2020 results for the banks for the 9 months to end-December 2019, we look back at the banks’ recent...
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The TOPIX Liquidity Factor Adjustment - Still a Trade To Do
The TOPIX Liquidity Factor Trade is an esoteric rebalance accompanying the major FFW rebalance to be announced Thursday. The major names have seen...
787 Views