Insight Weekly: Europe banks resilient in stress tests; APAC exports drop; lithium reserves grow

EBA stress tests: Banks' capital strong, dividend plans on track, analysts say

Europe's banks should be able to press ahead with their dividend and buyback plans given their resilient financial position.

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EBA stress tests: Hospitality, construction pose biggest credit risk to banks

European banks' exposures to the hospitality and construction industries are the biggest threat to asset quality, the latest European Banking Authority stress tests show.

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Total failed bank assets record grows with fall of Kansas community bank          

Total failed bank assets now sit at $552.47 billion for the year, but the recent failure of a Kansas-based community bank with $139.4 million in assets contributed marginally to that total due to the sheer size of the other banks that have failed.

—Read the full article from S&P Global Market Intelligence

Credit quality concerns lead to higher provisions at US banks    

Nearly two-thirds of the banks included in this S&P Global Market Intelligence analysis increased provisions for loan losses in the second quarter of 2023.

—Read the full article from S&P Global Market Intelligence

Greek banks in rude health as government exits bailout stakes

Shares in the country's top four banks have risen sharply in 2023, backed by higher profits, improving asset quality and cost-reduction efforts.

—Read the full article from S&P Global Market Intelligence

Slowing economic growth won't dampen Australian banks' debt market activity

Australian and New Zealand banks raised $3.59 billion via debt securities in June, up from $2.03 billion a year ago, S&P Global Market Intelligence data shows.

—Read the full article from S&P Global Market Intelligence

Auto and home insurer's Calif. concentration to climb after 36-state retreat      

The National Education Association plans to announce a new affinity arrangement for private auto and homeowners insurance later in 2023 in the dozens of states that its long-time partner intends to exit amid profitability and capitalization concerns.

—Read the full article from S&P Global Market Intelligence

NAV Monitor: Discounts to net asset value further shrink for US REITs in July

Publicly listed US equity real estate investment trusts traded at a median 15.9% discount to their consensus net asset value per share estimates as of July 31, down from an 18.2% discount as of July 3.

—Read the full article from S&P Global Market Intelligence

Private equity investments in insurance underwriters slump in H1'23    

From Jan. 1 to July 13, private equity and venture capital firms announced $830 million of investments across 24 transactions in the insurance underwriter sector worldwide, according to S&P Global Market Intelligence data.

—Read the full article from S&P Global Market Intelligence

APAC merchandise exports remain weak in first half of 2023

APAC merchandise exports have declined significantly in the first half of 2023, due to weak demand in the US and Western Europe and sluggish economic recovery in mainland China.

—Read the full article from S&P Global Market Intelligence

Visualizing Europe's sprawling offshore wind pipeline

S&P Global Market Intelligence is tracking more than 238 GW of offshore wind projects in Europe, including multiple gigawatts in less established offshore markets.

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RRA Research: Renewable energy cases ascend to prominence on US regulatory agendas

Renewable-energy-related proceedings top commissions' regulatory agendas, as indicated by a new index tool that provides information on major pending energy-related regulatory proceedings by jurisdiction and topic.

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With new nuclear unit now operational, Southern turns a major corner

"We're just thrilled to have the opportunity to move toward getting these units online and getting this project behind us and then focus on this company and getting the valuation we think we deserve," Southern Co. President and CEO Chris Womack said.

—Read the full article from S&P Global Market Intelligence

451 Research: Industrial, B2B and B2C survey: Same metaverse, different perspectives

As industrial and enterprise organizations develop a taste for metaverse-style apps, many are engaging with, or planning investments in, the evolution of how we interact with one another, machinery and data.

—Read the full article from S&P Global Market Intelligence

Metals and Mining Research: Copper M&A 2022 – Metrics peak on green energy push

M&A activity peaked in 2022 as the energy transition cements future demand amid looming deficits and sustains historically high market prices.

—Read the full article from S&P Global Market Intelligence

India's food supply chain intervention

The Indian government has banned exports of non-basmati rice grades to tackle domestic food price inflation.

—Read the full article from S&P Global Market Intelligence

Indonesia emerging as major cobalt supplier amid lingering ESG concerns

Indonesia has emerged as a major cobalt producer, but some industry experts are concerned about the country's environmental, social and governance standards in producing the battery metal.

—Read the full article from S&P Global Market Intelligence

US bank M&A roars back to life with 2 largest deals of 2023

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Proposed capital rules to encourage regional bank M&A, benefit nonbanks

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Asia-Pacific bank M&A to stay subdued after Q2 drop as headwinds remain

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