Posts Tagged ‘NPLs’
Tue Jul 27, 2010 16:00 GMT |
On this week’s businesss monitor podcast, we assess the state of the European banking sector on the back of the EU-wide stress test results released on July 23. BMI’s Head of Country Risk and Financial Markets Justin Patrie, along with Head of Europe Analysis Mark Schaltuper and Europe Analyst Chris Graham, dissect the methodology of… [Read more]

Standard Podcast [20:37m]:
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Tags: banking sector, Cajas, Default, Europe, Germany, Greece, Landesbanken, liquidity, NPLs, Restructuring, sovereign debt, Spain, Stress Test
Posted in: Emerging Europe, Eurozone, Financials, Podcast
Thu Oct 22, 2009 15:45 GMT |
The release of Q3 real GDP data in China reaffirms Business Monitor’s view that the Chinese economy is already in the midst of a very strong recovery. However, Stuart Allsopp from BMI’s Asia team cautions that this does not constitute an end to the country’s economic woes and highlights that deep structural imbalances persist.

Standard Podcast [6:57m]:
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Tags: Asia, Banking, China, Commodities, Economy, external demand, final consumption, Fiscal Stimulus, fixed investment, GDP, monetary policy, NPLs, overcapacity, recession, recovery
Posted in: Asia, China, Commodities, General, Inflation/Deflation, Podcast
Wed May 6, 2009 13:48 GMT |
Matt Mirecki from Business Monitor’s Asia desk discusses the outlook for a ‘double-dip’ economic cycle in China over the next several years.

Standard Podcast [14:04m]:
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Tags: banking sector, double-dip recession, Economic Recovery, Fiscal Stimulus, NPLs
Posted in: Asia, China, Emerging Europe, Equities, Financials, Inflation/Deflation, Podcast, Political Risk