European Banks: further to go

In this podcast, Edmund Shing, Global Chief Investment Officer, discusses the potential of European banking stocks. European banks delivered a 67% return in 2025, yet remain undervalued with 15% upside potential and a 5% dividend yield for 2026. Rising interest rates, a steepening yield curve, and 4% loan growth are boosting earnings, supported by strong balance sheets. New EU regulatory reforms and AI-driven digital transformation are unlocking revenue streams and cutting costs. Trading at 10x forward earnings, a 33% discount to US peers, with higher profitability and potential M&A opportunities. Hosted on Ausha. See ausha.co/privacy-policy for more information.

You can listen to European Banks: further to go online on Radio and Podcast. Open the player on this page to stream the available audio.

European Banks: further to go is an episode from BNP Paribas Wealth Management by BNP Paribas.

This episode is 08:45 long.

This episode was published on Feb 19, 2026.

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