Winners and losers from turmoil in global financials

Banks still hold opportunities

Following the recent bank crises in the US and Europe, Antipodes has identified "relative winners and outright losers" in global financials.

The events leading to the collapse of Silicon Valley Bank and Credit Suisse have been the topic du jour in recent weeks. And while the mistakes and mis-steps are likely to be analysed for some time, we think investors' time can be better spent considering the influence of these events on global financials - and global markets more broadly - in the months and years to come. Hunt and Bailey united at IMF talks on potential banking changes The crises have brought to the fore major risks that cannot be ignored, but somewhat counterintuitively, they have also underscored some interestin...