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【出版时间及名称】：2010 Bank Strategy
【作者】：CLSA
【文件格式】：PDF
【页数】：5
【目录或简介】：We are OWT Asian banks vs Asian markets, as loan volume increases, as
margins stop contracting or rise, as provision costs come down and as fee
income recovers. It may sound too good to be true, but this is the reality
of most Asian banks following the dark days of late 2008 and early 2009.
With BIS III on the horizon, we expect complex global banks to be more
adversely impacted vs local simple banks, and as such, prefer the latter.
We are OWT: China, Indonesia, India and BoC HK.
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