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...
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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...
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Unintended Consequences of a Greek Default
Credit spreads for Deutsche Bank and BNP are rising vertically. This is mostly in anticipation of a Greek default.BIS statistics show that Germany,...
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QuickNote: CITIC Secs to sell NSSF H-shares at HUGE discount - Strategic? Hmmm....
CITIC Securities last night announced that it had formed a 'Strategic Cooperation Framework Agreement' with China's National Social Security Fund,...
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QUICK NOTE: China Brokers Share Issuance: CITIC Secs gets CSRC OK to issue US$6bn
While not unexpected, the train chugs on....China brokers continue to issue equity, and launch IPOs.After GF Securities (1776 HK) launched a US$4bn...
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