Table of Contents
Executive Summary — 5 Table: Levels
(JPYbn) — 5 Table: Levels (US$bn) — 5
Table: Levels At December 31 2007 — 5 Table: Annual Growth
Rate Projections, 2007-2012 (%) — 5 Table: Ranking Out Of
59 Countries Reviewed In Q208 — 6 Table: Projected Levels
(JPYbn) — 6 Table: Projected Levels
(US$bn) — 6 Key Issues — 7 Japan
Commercial Banking SWOT — 9 Japan Political
SWOT — 9 Japan Economic SWOT — 10
Changes To The Commercial Banking Report — 11 The Global
Financial Crisis – Continued — 11 Table: Selected
European Countries – Projected Budget And Current Account, 2008 (as % of
GDP) — 13 New Information From
Q209 — 16 Commercial Banking Business Environment
Rating — 17 Table: Japan’s Commercial Banking
Business Environment Ratings — 17 Table: Asia Commercial
Banking Business Environment Ratings — 18 Bank
Lending — 20 Lending Overview — 20
Table: Lending Overview (JPYbn) — 20 Total Assets, Client
Loans And Client Deposits — 21 Table: Comparison Of Total
Assets, Client Loans And Client Deposits (US$bn) — 21
Per-Capita Deposits — 22 Table: Comparison Of Per-Capita
Deposits, Late 2007 (US$) — 22 Country
Update — 23 Political Outlook — 23
Macroeconomic Trends And Developments — 25 Monetary
Policy — 27 Table: Japan – Macroeconomic Forecasts,
2008-2012 — 29 Industry Forecast
Scenario — 30 Table: Annual Growth Rate Projections,
2007-2012 (%) — 30 Table: Projected Levels
(JPYbn) — 30 Table: Projected Levels
(US$bn) — 30 Comment On Developments Over Last
Year — 30 Comment On Forecasts — 31
Comment On Trends and Ratios — 32 Table: Comparison Of
Loan/Deposit, Loan/Asset And Loan/GDP Ratios, Late 2007/Early
2008 — 32 Banks’ Bond
Portfolios — 35 Table: Bond Portfolios, Late
2007 — 35 Competitive Landscape And
Protagonists — 37 Methodology — 38
Basis Of Projections — 39 Commercial Bank Business
Environment Rating — 39 Table: Commercial Banking Business
Environment Indicators And Rationale — 41 Table: Weighting
Of Indicators — 42
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