Pages: 100
Format: PDF
Contents

Outlook 2012 - Summary

• What is the outlook for golbal banks and our central thesis for 2012?
• What are the likely key themes for 2012
• What may surprise on the upside or downside?
• ...
  

Regional and Stock Preferences

• Regional Preferences
• Stock Preferences
  

Key Themes in 2012

• Theme 1: Contagion Risk
• Theme 2: Funding and Deleveraging
• Theme 3: EU Crisis - risk to GEM banks?
• ......
  

Sustainable Innovation: Creating Shared Value

• Bank to basics
• Distribution Networks
• ......
  

Regional Overview

• Australia
• Canada
• Japan
• Asia
• ......
  

Appendix