Standard Chartered (China) – Not Sure Whether to Laugh or Cry
* Massaged Results in Mainland China: We anticipate that most financial institutions will manufacture results somewhat, but when no one is minding...
161 Views
HNA: Huge,National, & Aggressive
HNA has grown so Huge it has become a National interest, in our judgment. Its Aggressive acquisitions backed by rising leverage have raised...
904 Views
Most Popular / Unpopular Names in Hong Kong....
We looked back over the last month to see which names in Hong Kong had the most Analyst upgrades and downgrades. On the positive side, CNOOC Ltd...
210 Views
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...
428 Views
China Banks: Stabilising NIM Lifts Clean-Up Potential
China's large banks reported 1H17 earnings better than consensus expectations as an improving NIM (QoQ) offset the rise in provisions. The large...
176 Views