Format: PDF
Contents
Outlook 2012 - Summary
- What is the outlook for golbal banks and our central thesis for 2012?
- What are the likely key themes for 2012
- What may surprise on the upside or downside?
- ...
- Regional Preferences
- Stock Preferences
- Theme 1: Contagion Risk
- Theme 2: Funding and Deleveraging
- Theme 3: EU Crisis - risk to GEM banks?
- ......
- Bank to basics
- Distribution Networks
- ......
- Australia
- Canada
- Japan
- Asia
- ......