What the banking sector tells us about global investor expectations
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Despite being cyclical, banks have tracked the market this past year; investors aren't yet factoring in a deep sell-off
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In line with this benign view, investors are paying big premiums for bank commodity plays (Australia, Canada, Saudi)
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Investors see a challenging outlook for Chinese banks. A European resurgence is also viewed as unlikely
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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.