In this RG F4T we are updating our Q&A on Greek Banks. We maintain our DOI stance on valuation grounds (RoTE vs P/TBV); sole exception is NBG which…
Q&A – Greek Banks
September 12th, 2019Greek Banks Q&A
April 16th, 2019n this RG F4T we are addressing the banking stock performance (3M +48%) in the form of Q&A.
Greece Politics: Worst Outcome for Greek Stocks
January 14th, 2019Junior coalition partner (ANEL) quits over Macedonia name…but
Greek Bad Bank? Signs of a Will
November 19th, 2018Five months ago (June) we worked on a Greek Bad Bank solution to conclude…
Q&A on Greek elections
November 19th, 2018Greece offers more asymmetrical risk than reward over the next six months…