Japanese Mid-Cap Banks: Interest Rate Winners

Smart Calls with Smartkarma | Japanese Mid-Cap Banks: Interest Rate WinnersSteeper yield curve. Stronger net interest income. Cleaner balance sheets. Which Japanese banks stand to gain the most?Pranav Rao speaks with Victor Galliano, who shares his bullish view on mid-cap Japanese banks and his top pick: Iyogin Holdings (5830 JP).• 60%+ of market cap in cross-shareholdings, potential for shareholder returns • 60% of loan book on floating rates, high gearing to rising interest rates• Attractive valuations and low NPL ratioLike what you heard? Share this episode and follow us for more Smart Calls.Read the Insight - https://skr.ma/3rXHJVictor Galliano - http://on.skr.ma/4lpfqKKThis podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.