12 April 2010, 17:38
At first 2010 year bank shares, as well as the entire financial sector (the same REIT) were in favor, often pulling out the broad market during times of weakness. The difference in short and long bets, as well as body movements with the valuation of assets created a good safety cushion for the profits of banks.
Before the start of the new quarterly reporting season, much has been written about the future fact-checking of expectations of good bank profits.. Following David Rosenberg, I propose to look at the share of finance in the total financial result. And what will happen, when the rebound in financial profits will stop?)
