The potential for bank earnings to rise in coming quarters means that it is time to reconsider the sector, says Huw van Steenis, banking analyst at Morgan Stanley.
“Many of the better banks can earn their way through the crisis, although we still think many weak banks will need help,” he says.
“Our core thesis is that profits will be boosted by strong markets activity and earnings from steep curves, better margins and, in some cases, higher market share.”
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