Global Macro Take: WK 15. False Gods Be Damned….
Last week’s structural degradation on the USDJPY cross is a messenger bearing grim tidings – a big sell off is imminent – as we sliced through the...
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How a Debt to Equity Swap Plan in China Could Work
The government should set up a new national pension fund to save the economy. Securitising future pension payments may be the answer to the...
218 Views
BOC Aviation: Probably The Best In Class. But Will UK SFO's Latest Probe Into Airbus Spoil The Mood?
In what would be the biggest ever listing by an aircraft lessor, Bank Of China Ltd's Singapore-based subsidiary BOC Aviation Ltd is seeking to...
396 Views
Pressure in Credit Quality and Net Interest Margin Remained Challenging for CMBC
With a 14% and 3.5% year-on-year growth in revenue and net profit, respectively, China Minsheng Bank’s, 2015 results were roughly in line with our...
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China Bank Profit on the Way to Contraction
It is strange to see that so many China banks are reporting nearly identical net profit, close to 0% in their just announced 2015 results. We...
206 Views