Asian Credit Monitor: China's Onshore Bonds (Part I: The Normandy)
Bond Connect will help international investors gain a better foothold in China's onshore bond market. We believe this is the right time for...
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ANIMAL SPIRITS: "You're Fired"- Underweight Chinese Banks & Bank of China (3988 H) Exits "Top Picks"
BOC And Chinese Banking Sector Notionally Attractive Valuations Might Be A "Value Trap" As We Are Sceptical Over NIMs, NPLs, Loan Growth And...
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WMP Exposure in Smaller Banks in China & Who Are The Banks' Shareholders
Everyone has been talking about the onset of the WMPs failure that could unleash the grand scale sub-prime crisis like and about how a 2%...
286 Views
Sequential Profit Is Telling for China Banks
The China bank numbers show us once again that quarterly figures during the year are hardly reliable. This is because it is in the final quarter...
251 Views
China Banks: Headline Positive, Fundamental Deterioration
Major Chinese banks have released their 2016 annual results and you could be forgiven for believing that the Chinese economy was on firmer footing...
199 Views