Banks
Taiwanese banks exposed to domestic property and China risks, says Fitch
Fitch Ratings believes the cost of funding for Taiwanese banks could jump nearly 200 basis points should Taiwan or China property prices fall sharply. The country's banks are also prone to any slowdown in global economic growth.
Reverse stress tests with bottom-up approaches
Research Papers
Financiers and rock stars: Marty Fridson column
Financiers and rock stars
Credit traders count cost of Xover versus long financials unwind
Trading talk: February 2011
Rise of zombie banks threatens Europe's credit investors
Attack of the zombies
IMF uneasy on nagging weakness of eurozone’s banks
Fund’s Global Financial Stability Report and World Economic Outlook updates show concern over insufficiency of eurozone stress tests, links between banking and sovereign risks
New financials credit analyst for RBC in London
New financials credit analyst for RBC in London
Credit Institute panellists pooh-pooh CoCos as viable fixed income investment
Credit Institute panellists pooh-pooh CoCos as viable fixed income investment
Private mortgage market remains hamstrung by bad practice: Joseph Mason column
No incentive to improve
Author slams 'free market drivel' of bank apologists: Yves Smith profile
Profile: Yves Smith
Bond investors should remember that haircuts are only a last resort in EC proposals
Pain coming – but how much?
'Poor disclosure' by banks hampering bond investors: Diana Monteith profile
Profile: Diana Monteith
Eurozone problems weigh on bank sub debt holders
Trading talk: December 2010
Credit investors will benefit from financials becoming more ‘utility-like’, says Pimco’s Spajic
With banks cutting leverage, increasing capital and changing their funding models, they offer good value for credit investors.
Credit markets lose momentum after new mortgage fears
Trading talk: November 2010
Going loco for CoCos: Gary Jenkins column
Going loco for CoCos
Curbs on bank trading activity hit liquidity
Squeezing every last drop
Aviva Investors takes multi-asset approach to Europe
European ambitions
Basel’s new 7% equity capital minimum welcomed
Basel’s new 7% equity capital minimum welcomed
Financial regulators tighten grip on banks with series of rule changes
July saw amendments to Basel III, the signing of the Dodd-Frank reform bill, and the results of stress tests on European banks. Credit assesses how investor sentiment towards the banking sector has been affected by this activity.
Eurozone a 'slow-motion train wreck' – senior economist
Larry Brainard, chief economist at political risk consultancy Trusted Sources, argues that until Eurozone policymakers shift the emphasis of remedial action from sovereign debt and onto the banking sector, the region will continue to struggle.