Neil Dwane Browse All Authors Top 5 quotes by Neil Dwane There is huge denial on the bad debts sitting in many 'zombie' euro zone banks. Neil Dwane business ABI is paying a high price but accretion to earnings from low debt costs would be something in the region of 15 percent. However, we think the return on this deal could be a relatively disappointing 8 percent after 10 years. Neil Dwane business With U.S. valuations in general 25 percent higher than those in Japan or Europe, it was only a matter of time until Europe came into focus. Neil Dwane company-news The sector has a lot of 'self-help' earnings potential across most of its industries. Neil Dwane company-news Unlike 2010, the eurozone banking system is much better insulated from possible contagion following the latest negative developments in Greece, nevertheless, we would expect a markdown of EZ (eurozone) banks in particular as they have been recent strong performers and clear beneficiaries of the rather simplistic 'Europe is recovering' reflation trade. Neil Dwane company-news
