Gustavo Ballvé on November 30th, 2011
Banks, Diversified financials, Food for thought, Home, Industries, Investment Themes, Portfolio Management, Signal or Noise

So says the World Bank in a report released yesterday (here’s a link to the PDF). The staggering growth rates are explained by a low base, and the only concern is that this growth is in funding towards consumption – meaning funding for investments/production and housing are still highly underdeveloped. The embedded 3-min video interview (inside) is a nice summary of findings. Another building block in the “Banking: Global Mess” series.

Here’s the 3-minute video:

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