Japanese Regional Banks: An Old Chestnut Reappears
A curious thing happened on Friday. The Japanese Topix Index fell almost 1%, reflecting overnight weakness on Wall Street, but the banking sector...
442 Views
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...
359 Views
Asia Banks – Oversized Dividends
There are many banks globally that have restricted dividends. This is less apparent in Asia. Even so, we are less concerned with temporary...
393 Views
Indonesia Banks – Most To Recover?
Few countries compare. Banks in Indonesia saw staggering credit costs during 2Q20. For 40 banks the average rate of growth QoQ was 126%. The...
463 Views
Japan Banks – Rare Time to Shine?
It is rare for Japan’s banks to shine. We wonder if this is now their time and even if only fleetingly so? Credit costs are down substantially for...
417 Views