Global Themes /
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

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

Head of Financials Equity Research

Tellimer Research
22 November 2021
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