Morgan Stanley 8 月 9 日英文长篇,53页。很吸引眼球的标题。
Hong Kong bank stocks,led by strong profitability,have been outperformingregional peers for five years.Large HK banks,aided by cost control,earn 17-18%returns on CET1 capital,even amid low interest rates and a high capital base.With rates rising,we expect further profitability gains.