Update on Chinese Bank Litigation Under The "New Normal"
In late February, Liu Tao, the deputy general manager of the legal department of China Construction Bank, Shenzhen branch provided an update on...
368 Views
NPC17: National People's Congress Reports
For those with the time and inclination, I have provided links to the Work Report (given by the Premier), the NDRC Draft Plan for National Economic...
582 Views
4Q: Industrywide Bad-Debt Ratio Fell, While We Believe Credit Cycle Has Yet to Peak
China’s banking regulator, CBRC, released 2016 operating data for commercial banks, with net profit up 3.5% from 2015. Fourth-quarter earnings...
220 Views
Asia Market Strategy: Is There No Stopping This Bull Run?
There was nothing new in Trump's speech last night, but the US stock market surged to new highs (again). Global reflation trade over next few...
206 Views
Tighter Monetary Policy to Facilitate Financial Deleveraging in China
After lifting the medium-term lending facility rate by 10 basis points on Jan. 24, the People's Bank of China raised the overnight short-term...
321 Views