In my research over the past 2 years, I have created multiple charts which show loan/deposit ratios and tangible leverage for banks globally. First on the list of those in the danger zone with a high LDR and high leverage is Portugal.
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Full report is available in “RESEARCH”
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Paul Schulte has had a career in equity research which spans 22 years on both the buy and sell sides covering the Asian and emerging markets. He also has 5 years of government policy experience in emerging markets. He has been frequently ranked in top-five…read more
