ANIMAL SPIRITS: "You're Fired"- Underweight Chinese Banks & Bank of China (3988 H) Exits "Top Picks"
BOC And Chinese Banking Sector Notionally Attractive Valuations Might Be A "Value Trap" As We Are Sceptical Over NIMs, NPLs, Loan Growth And...
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WMP Exposure in Smaller Banks in China & Who Are The Banks' Shareholders
Everyone has been talking about the onset of the WMPs failure that could unleash the grand scale sub-prime crisis like and about how a 2%...
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Sequential Profit Is Telling for China Banks
The China bank numbers show us once again that quarterly figures during the year are hardly reliable. This is because it is in the final quarter...
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China Banks: Headline Positive, Fundamental Deterioration
Major Chinese banks have released their 2016 annual results and you could be forgiven for believing that the Chinese economy was on firmer footing...
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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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