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Incl: headwinds facing the banks (a “Tale of Two Cities: Goldman Sachs and Credit Suisse); opportunities for firms ‘ready for change’ (Apple versus Nokia) and the inflationary pressure on consumers (Pepsi and Coca-Cola)
|Bank Rules: Stability Up, Profitability Down 21 Apr 2011
“I’m a little bit cautious about the sector and it will be interesting to see how (banks) are reacting to the regulation,” Gemma Godfrey, head of research at Credo Capital said of the banking sector. She added there would be more stability with higher capital requirements, but profitability would be reduced, as in the case of Credit Suisse.
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