Greek Bad Bank? Signs of a Will

November 19th, 2018

Five months ago (June) we worked on a Greek Bad Bank solution to conclude…

Greek Bad Bank: Where There Is a Will There is Way

June 18th, 2018

With this note we attempt to become more constructive on the sector (and the sovereign); we analyze how…

Greek Banks: 2018 Stress Tests

May 7th, 2018

The results point to no capital shortfall for Greek Banks. The market has…

Greek Banks: Simple only Complicated

January 11th, 2018

Without strong economic growth banks will struggle to…

Greece: Equities Update

September 30th, 2017

With this note we update our views on Greek equities…