2025 Outlook_ Banks_ New Era for Bank Stocks
Bazaarvoice·2025-01-15 07:04
January 10, 2025 06:36 AM GMT 2025 Outlook: Banks | Japan New Era for Bank Stocks We stay bullish on bank stocks. Business conditions have turned favorable, and management teams are ever more focused on ROE. Business model reforms and aggressive corporate actions are catalysts. Key Takeaways Interest rates to force the market to be more selective on company-specific strategies: In the near term we think that only banks with differentiated strategies for profit expansion will be able to improve ROE, and that ...