Magic Markets Ep120: Banking On Our Banks

2023-04-12T20:13:02+02:00

The failure of Silicon Valley Bank is still fresh in our minds, prompting a discussion around the key differences between the risk embedded in US banks vs. local (South African) banks. There are great insights here around the basic risks of fixed income instruments and the importance of asset-liability matching at financial institutions. We also looked at common metrics used in analysing banks, helping investors understand their relative valuations.