Emil Dočkal (Dower-D)
Czech markets  |  September 08, 2010 07:12:43

Dower-D: Erste, KB - bank ping pong!


Offense is the best defense, they said once again the American hawks. American economic concept - to pump more money into the economy - logically strengthens the position of banks. Someone has to do with new money "Ziba". But the very largest U.S. banks are in many cases actually such non-banks, therefore, whether we are IN, investment banks. But investment banking, a "financial šibování", is currently too much wrong. So to strengthen the position of the bank? It would seem that Europe, as far remained true more banks than American ones. They do have some bad luck.

U.S. stocks are still subject - it is the intention? - Negative news about the European banking system and the financial health of the European region.Reasons have found. For example, the Wall Street Journal wrote that (1) stress tests for European banks, which would test their endurance in conditions of crisis, some banks underestimated the possession of potentially risky government bonds. Markets are also affected (2) notice the German Banking Association, the 10 largest banks in the country under the new Basel III bank, to prevent future crises, need additional capital amounting to 105 billion euros.

"Markets come to visit again apparently endless European debt crisis and the coming wave of doubt and," commented aptly "new" situation Andre Bakhos, director of market analysis company Lek Securities. And it is. Besides, look at the domestic banking titles, see Figures 1 and 2 The attack is really the best defense.

Figure 1, Erste Bank, MACD and OS Bollingerova zone to 9.7 - Click to enlarge

Figure 2, KB, OS and MACD Bollingerova zone to 7.9 - Click to enlarge

Currently therefore, investors react-react - to respond, respond! - Two totally different, you see above, the economic concept. (1) The pumping new money into the economy, as this concept the U.S. and (2) the crossed out in state budgets, as advocated by Europe, respectively. EU. Investors should, of course, both approaches do not have another opportunity to adapt. And because they are fundamentally different economic concepts are also very different investment approaches. Why most investors, even large institutional investors prefer to do nothing. Waiting and stalled. And they have reason to behave so in the future.

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DOWER-D: Erste, KB - bankovní ping pong!

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