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Don`t Blame Canada

Ally

Research Assistant
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Mar 24, 2009
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A country that got things right

"IT IS the only time I feel like royalty," says the boss of a big Canadian bank, describing the reception he now gets in America. He is not the only one basking in acclaim. All of Canada`s main banks were profitable in the quarter ending January 31st, when market conditions were at their worst. None has needed government investment. The country`s financial system has been praised by Barack Obama.

Trouble is, some differences between the two countries are culturally ingrained. "The United States has an inherently higher risk appetite," says a banker familiar with both sides of the fence. It is hard to find pre-crisis equivalents in America of the decision by Toronto-Dominion (TD) to exit its structured products business in 2005, or the 20-30% band that RBC imposes on the share of earnings that its capital-markets business can contribute.

Structural differences matter too. The Canadian system is an oligopoly of five dominant banks. That dampens price competition: independent brokers originate less than one-third of the mortgages in Canada, compared with up to 70% in America during the bubble. It also makes it easier for Canadian banks to pull back when things are getting too risky.

Read the full article here.
 
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