Global

Banking on inflation: The sectors best-placed for the new economic paradigm

  • Rising inflation will affect emerging market banks’ margins, growth outlooks and asset quality; FX pressure may rise

  • We think banks in Poland, Nigeria, Mexico and Kenya are better-positioned for this new world

  • Banks in Vietnam, Iceland, Hungary and Peru may struggle in the new environment

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November 22nd, 2021
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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a research recommendation because the subject of the research is not listed on any European exchange, it has nevertheless been treated as a research recommendation to ensure consistent treatment of all Tellimer's research. This report has been produced by the analyst(s) named above (the "Analyst").

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