16:16 - 13.11.2026

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November 13, Fineko/abcnews. HSBC Global Investment Research has updated its regional outlook across the global banking sector, expecting a broader recovery led by developed-market lenders.

According to the report, HSBC views Polish and South African lenders within the CEEMEA region as overvalued. In Latin America, the bank downgraded Mexican lenders from "positive" to "neutral" due to valuation, favoring Brazilian banks following their sharp pullback.

In Asia, HSBC maintains a selective approach, keeping a positive stance on undervalued South Korean banks and expecting continued outperformance from Indian lenders, while lowering Hong Kong and Singapore banks to "neutral." Across developed markets, the firm is turning progressively more positive on US lenders as well as Italian, Spanish, and German banks in Europe.