Strong growth revealed in Japanese real estate lending is likely driven by regional banks actively increasing real estate and rental management loans, notes Morgan Stanley. After gleaning through loan data published by the Japanese Bankers Association on May 15, Takaaki Nishino and Hideyasu Ban of Morgan Stanley in their May 21, 2015 research report titled: “Strong Growth in Real Estate Lending and Capex Funding for Manufacturing” highlight that corporate loan growth also points to real improvement in loan quality. Pick up in manufacturing and real estate lending Highlighting two key features of the BoJ data, the Morgan Stanley analysts point…
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