PSB's 3Q Results Confirmed Our Favorable View for the Bank
Postal Savings Bank of China’s third-quarter results confirm our belief that the bank’s near-term performance will continue to stand out, thanks to...
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We Initiate Coverage of PSBC With No-Moat and Stable Moat Trend Ratings
We initiate coverage on Postal Savings Bank of China, or PSBC, with no-moat and stable moat trend ratings, along with a fair value estimate of HKD...
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Postal Savings Bank – Expect to Be Disappointed
Several of China’s banks have announced 4Q16 results. The common thread is higher impairment costs, bad loans and overdue loans. And this is very...
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Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
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Chinese Officials Turn a Blind Eye to Corruption
One of America's most prestigious investment banks was fined hundreds of millions of dollars last year for bribing Chinese officials through its...
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