Fundamentally a Buy but the Deal Is Too Large and near Term Growth Remains Uncertain
AIG plans to raise US$750m through partly selling its shares in PICC P&C (2328 HK). The deal has an additional upsize option for another...
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45 Banks in SE Asia Can Grow for 10 Years Without Need for Capital
We have written previously on why The World of Banking is Becoming Ever More Polarized, In our next report, TLAC Regulations Will Destroy Banks as...
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TLAC Regulations Will Destroy Banks as Much as it Saves Them
The capital requirements for banks will be suicide to returns. The Financial Stability Board (FSB) will destroy banks with their regulations, in...
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The World of Banking is Becoming Ever More Polarized
The polarization of the world’s banks is gaining momentum. The lumbering, large, globally systemically important banks are increasingly forced to...
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Deposit Flight at China's Banks
Last year seven banks in China saw deposits contract. The year previous the number was one. Deposit flight is one of the first things to look...
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