HK Property Setback/Short Pair
Chartonics flash Wednesday 3 August 2016HK property setback/short pairHSI has performed over H shares due primarily to property. We recently touted...
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Hong Kong's Growth Suggests More Weakness in China
Second-guessing the true rate of GDP growth in China has become a sort of art for many commentators. For a long time, there have been questions...
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Low Rates for Longer - Asian Banks
Interest rates will remain lower, for longer. For banks with excess liquidity, this means margin pressure. We look at HSBC and STAN where liquidity...
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A Greater China Bank with 99.8% Performing Loans?
Perhaps it is better to focus on what appears too good to be true and simply, unreasonable? This is what we see with Boc Hong Kong, where it...
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Summary and Implications of Recent BIS Guidelines
The Basel Committee on Banking Supervision (BCBS) has been busy over the past five months. For those not incredibly adept at managing BIS news flow...
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