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Bank of Communications (601328 CH)
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Financials
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China
Bank of Communications Co.,Ltd. provides banking services. The Company offers deposits, loans, domestic settlement, currency trading, and other services. Bank of Communications provides its services to individuals, enterprises, and other clients.
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bearish
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Cross Asset Strategy
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21 Jan 2016 18:05
China and the EM Ugly Contest
Our bearish outlook for 2016 predicated on the rising risk of a “sudden stop” for China and uncontrolled FX depreciation across EM is unfortunately...
John-Paul Smith
9.3k Views
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bullish
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Thematic (Sector/Industry)
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04 Jan 2016 18:07
A Gradual NPL Cycle in Asia
Only three countries in Asia Pacific are seeing NPLs in decline during over the past three to four quarters. The average rate of growth is 20%,...
Daniel Tabbush
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1.3k Views
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bearish
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Cross Asset Strategy
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21 Dec 2015 18:48
A "Sudden Stop" For China in 2016?
After an intriguing 2015 when the economy surprised to the downside by the stock market performed "relatively" well, China is amongst our main...
John-Paul Smith
290 Views
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bullish
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Thematic (Sector/Industry)
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14 Dec 2015 16:30
Beware of NPL Coverage Trends Across Asia
Do not be lulled by a false sense of security with high NPL coverage. The figures can decline quickly and China is the quintessential example....
Daniel Tabbush
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244 Views
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bullish
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Thematic (Sector/Industry)
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10 Dec 2015 09:18
Financial Services Observer. A Polarized World: Credit Bubbles in Emerging and Developed Economies
The financial crisis left a deafening echo in investors' ears.The ingredients of any financial bubble are well known: Easy credit availability,...
Morningstar, Inc.
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205 Views
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