Why China Debt Bulls Are Mostly Wrong
As the debate about the sustainability about the increase in Chinese credit has grown, a number of points have been raised about why China simply...
205 Views
Dali Foods (3799 HK): Lock-Up Expiry, Follower Discount To Remain
Dali Foods was listed on Nov 20th, 2015 at IPO price of HK$5.25/share. The stock closed 4% below deal price on its first day of trading and is now...
297 Views
Asia - Radical Impairments Are Normal
Sometimes we can forget, that impairment costs usually don’t rise gradually.We also sometimes forget that impairments can affect banks that are...
221 Views
Changing Composition of RMB Outflows
As PBOC FX reserves have stabilized, due primarily to revaluation of EUR and JPY holdings, the story has started to circulate that capital outflows...
200 Views
China: Renewed Concerns About Extent of Slowdown
Progressively weaker data from China is likely to increase expectations of further depreciation of the RMB, while a continued decline in FX...
173 Views