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Contents
Summary 1
Trading Ideas 5
EM banks: strength lies in
traditional business model 28
Relative value framework 58
Bank profiles 65
Asian banks 67
China banks 68
China Development Bank 70
Export Import Bank of China 71
Hong Kong Banks 72
BOC Hong Kong 74
Bank of East Asia 75
Citic Bank International 76
Dah Sing Banking Group 77
ICBC (Asia) 78
Wing Hang Bank 79
Indian Banks 80
Axis Bank 82
Bank of Baroda 83
Bank of India 84
ICICI Bank 85
State Bank of India 86
Korean Banks 88
Export-Import Bank of Korea 90
Korea Development Bank 91
Industrial Bank of Korea 92
Hana Bank 93
Kookmin Bank 94
Korea Exchange Bank 95
Shinhan Bank 96
Woori Bank 97
Singaporean Banks 98
DBS Bank 99
OCBC 100
United Overseas Bank 101
Bangkok Bank 102
EMEA banks 103
Kazakh banks 104
Alliance Bank 106
ATF Bank 107
BTA Bank 108
Development Bank of Kazakhstan 109
Eurasian Development Bank 110
Halyk Bank 111
Kazkommertsbank 112
Qatar banks 114
Commercial Bank of Qatar 116
Russian banks 118
Alfa Bank 120
Bank of Moscow 121
Gazprombank 122
Russian Agricultural Bank 123
Sberbank 124
Vnesheconombank 125
VTB 126
Saudi banks 128
UAE banks 130
Abu Dhabi Commercial Bank 132
Emirates NBD 133
National Bank of Abu Dhabi 134
Ukrainian banks 136
Alfa Bank Ukraine 138
Privatbank 139
Ukreximbank 140
LatAm banks 141
Brazilian banks 142
Banco do Brasil 146
BNDES 147
Bradesco 148
Itaú Unibanco 149
Votorantim 150
Appendix 151
Disclosure appendix 157
Disclaimer 164
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