Loan Growth Is Back (in Some Places)
Morgan StanleyのRobert Alan Feldmanが、財務省の法人企業統計調査を使って、銀行融資の動向を調べている。
Japan: Loan Growth Is Back (in Some Places)
Robert Alan Feldman (Tokyo)
The debate on the outlook for the Japanese financial sector continues to rage, and two issues are at the forefront. The first is the true level of non-performing loans (NPLs), and the second is loan growth. The semi-annual information on NPLs will not be available for another few weeks, and so investors will have to wait. However, no wait is needed for evidence on loan growth. The evidence is here already, and it is encouraging. ...