Asia Financials: The Fallout from SVB and Silvergate | Where's the Biggest Asset/Liability Mismatch?
For the most part, we expect Asia financial names to be able to withstand the SVB / Silvergate fallout. But risks in ALM are reminiscent of what...
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Taiwan - Fastest Growers at 46%
The fastest growing banks in Taiwan, have seen loans up 30-46% over the past 3 years. There is huge seasoning risk with rising rates and high...
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Banks – Bad Loan Delta
During 2020 there will be dramatically higher bad loans for global banks. This is despite less strict NPL recognition, interest payment holidays,...
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Global Equity Strategy: Bullish Breakout Probability on the Rise
The probability for a breakout for global equities (MSCI ACWI) has increased in the past week based on several positive technical developments...
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Taiwan Banks: Not the Bargain They once Were
Given their stellar outperformance this year, we are now more cautious on Taiwan's banks.The sector is, one must not forget, still weighed down by...
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