If US president Donald Trump forces China to change its economic model, Brian Caplen says he will be doing the country a favour.
The track record of gains from mobile and cloud investments is poor. Can banks do better with AI, robotics and blockchain?
Merger talk is on the rise again in Europe. But with resistance from national regulators, Brian Caplen asks whether open banking, partnerships or digital routes are better ways to serve overseas markets and boost returns.
The American century is over. Plan for more uncertainty amid the birth pangs of the new world, writes Brian Caplen.
Public markets have their faults, but bank profits will be hurt if issuers and investors lose confidence in them, writes Brian Caplen.
The ESG – environmental, social and corporate governance – code has been drilled into bankers. But, asks Brian Caplen, will it all go out the window in a recession?
Working successfully with a fintech requires a bank to change its culture. Best to get busy on this right away, writes Brian Caplen.
Is it innovative for banks to do the same thing in a new way, or do they have to do something new altogether? The debate is far from over, says Chris Skinner.
Banks are looking to tie-up with the new players in the remittance business that have made sending small sums of money cheaper and easier. But, asks Brian Caplen, what’s in it for them?
The UK economy is 80% services so a Brexit that excludes services from a free-trade agreement with the EU makes little sense, writes Brian Caplen.
Task: tuning algos for profitsSkill set: the three CsSalary: 10% higher than Fangs CV: bankers may apply
What conclusions should we draw from the contrasting fortunes of Chinese and Indian banks, asks Brian Caplen. Is India doing the hard work now that China will need to do later?
The UK's entrants performed well in The Banker's 2018 Top 1000 World Banks ranking but mostly due to overseas rather than domestic earnings. So, asks Brian Caplen, does this add anything to the Brexit debate?
After two years of disappointing figures, the world’s Top 1000 banks notched up record profits in 2018 without increasing risk levels. Moreover, Asia’s share of Tier 1 capital expanded, at the expense of the Americas. Brian Caplen reports.
China’s banks in general enjoyed Tier 1 capital gains, bringing yet more upwards movement in the main Top 1000 ranking. Brian Caplen reports.
Bankers worried about a 1930s-style trade war need to look beyond the row over tariffs. Export incentives and often trade finance itself are where the real distortions lie, writes Brian Caplen.
Trying to figure out how to position your bank in a world that is in the midst of huge upheaval is a difficult task. Sometimes it helps to look both a long way back and a long way forward to gain perspective on what to do today, writes Brian Caplen.
Making a bank Basel III compliant is only a start. It’s the risks that Basel doesn’t address that are the stuff of nightmares, writes Brian Caplen.
Since the financial crisis big banks have got bigger and this trend is set to continue. Get ready for the next round of banking M&A, writes Brian Caplen.
Now is the time for banks to be modelling how their assets perform under stressed scenarios. The next period of disruption could be just around the corner, writes Brian Caplen.