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Bank of Communications (601328 CH)
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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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bullish
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Thematic (Sector/Industry)
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16 Aug 2015 18:22
Best of Smartkarma: The Guest Editor's Cut #22
Welcome to the 22nd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
Travis Lundy
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597 Views
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bearish
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Harbin Bank Co Ltd H
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10 Aug 2015 20:16
Fringe Banks in China are Telling Us Something
Often it is the smaller, less known banks that flare up first in a banking crises or an NPL cycle.In China, it may be no different.We can analyze...
Daniel Tabbush
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384 Views
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bullish
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Cross Asset Strategy
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03 Aug 2015 10:01
CHINA: Reform & Omnipotence Myths Dispelled
‘Pay no attention to that man behind the curtain’ - Wizard of OzThe nature and scale of Beijing’s reaction to the bursting of the China equity...
John-Paul Smith
354 Views
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bullish
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Cross Asset Strategy
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02 Aug 2015 09:02
A Roadmap of the EM Bear Market and Three Myths about the China Bull Market
Let me begin by revisiting the road map for the bear market in EM equities which I first outlined in my role as EM equity strategist for Deutsche...
John-Paul Smith
378 Views
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bullish
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Thematic (Sector/Industry)
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22 May 2015 10:02
A herd of fine horses are starting to head back to their home market
Two years ago I recalled during May/June period, put premiums were at double digits for the biggest china financial stocks. It was dirt cheap at...
Tan Chin-Hwee
457 Views
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