We looked at banking crises over the past 20 years and found uncanny patterns. When a country’s loan/deposit (LDR) rises above 1 (the country has exhausted its savings and starts to borrow other people’s money through wholesale banking), the seeds of
a crisis are sown.
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Paul Schulte has had a career in equity research which spans 22 years on both the buy and sell sides covering the Asian and emerging markets. He also has 5 years of government policy experience in emerging markets. He has been frequently ranked in top-five…read more
