European Bank Deleveraging: Opportunities and Challenges for EM PE Investors
This EMPEA Brief explores the impact of European bank deleveraging on the emerging markets, with a view toward identifying the opportunities and challenges the process presents to private equity investors. Authored by EMPEA’s Mike Casey, this article includes an examination of the drivers and scale of European bank deleveraging over the short-, medium- and long-term time horizons, and quantifies the impact of deleveraging across all emerging market regions.