zeb/market flash (Issue 7 – October 2013) Western European banks show strong performance – institutions in China and India under pressure

Key topics

1. State of the banking industry

  • In Q3 2013, the global banking industry and especially Western European institutions achieved excellent TSR performances of nearly 15% /
  • Again, BRICS financial institutions and commercial banks from growing markets lost some of their previously existing valuation edge

2. Key banking drivers

  • Economic conditions improved in mature markets in Q2 2013 – growth in emerging markets stabilized / Low interest rate regime persists in Western Europe and the US – yield curves in BRICS countries flattening

3. Special topic: Separation of banks (“Liikanen report”) as strategic and operational challenge for European banks

  • 37 of the 50 largest European banks hit by Liikanen proposals / The implementation of the Liikanen model would lead to an increased market share of European top players.
Picture: Palace of Westminster und Elizabeth Tower, London
Download zeb/market flash (Issue 7 – October 2013)

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