Standard Bank: Standard Practice
The South African banking sector is an independently regulated market with an appealing market structure. However, serious political, economic, and...
120 Views
Agricultural Bank of China - Capital Overhang Persists
* Well-Orchestrated Capital Raise Coupled With More Regulatory Forbearance: Agricultural Bank of China (1288.HK) [ABC] announced plans on raising...
144 Views
China – Provision Forbearance Not a Panacea
Lowering required provisions for China’s banks is not a panacea for credit growth. It is more likely that credit risks remain too high for most...
112 Views
Large Banks Benefit from CBRC’s Relaxation in Provision Requirement
We believe the recent announcement by China’s banking regulator CBRC to lower loan-loss provisions for qualified banks is positive for near-term...
108 Views
China Banks – Can You Say Capital Forbearance?
* Questionable Reduction in Reserve Coverage: Just as the wheels are about to fall off the bus, the China Bank Regulatory Commission (CBRC) - in...
114 Views