Global

The emerging markets most exposed to the banking sector

  • The fallout continues from Silicon Valley Bank's collapse. Credit Suisse, First Republic are receiving liquidity support

  • EM bank shares have so far proven more resilient than in DM. We flag the markets most exposed to any sectoral sell-off

  • Banks are likely to become more risk averse, which could affect the economies most dependent on credit extension

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March 18th, 2023
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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").

The Analyst certifies that the views and forecasts expressed in this report accurately reflect their personal views about the subject, securities, or issuers specified herein. In addition, the Analyst certifies that no part of their compensation was, is, or will be directly or indirectly related to the specific recommendations or views expressed in this report.

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