Money Matters: Chinese Monetary Aggregates Point to Accelerating RMB Weakness.
Friday saw the release of the Monthly Chinese monetary aggregates. M2 rose 11.6% year-over-year. Although this is one the lowest percentage growth...
323 Views
Singapore and Hong Kong Banks Sound Post U.S. Election; Interbank Rates Steady
While the share price appreciation for the Singapore and Hong Kong banks was not as strong as its U.S. and Japan peers in the post-U.S. election...
234 Views
Spotlight on HSBC China Risk
In HSBC’s latest disclosure it reports US$146bn of China lending, where most of this is booked in Hong Kong. While there is not a...
281 Views
While Trump Victory May Increase Volatility, There Are Some Long-Term Positives for Financials
Donald Trump's unexpected presidential victory in the U.S. has certainly surprised the global financial markets, and we expect a fair amount of...
141 Views
Demonetisation in India: High-Value Currency De-Notified; Con.Discretionary to Slow; Rate Cut Likely
The Indian Government has taken a significant step in curbing the parallel economy by removing Rs500 and Rs1000 notes from circulation and plans to...
272 Views