Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd 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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Corporate Loan Seasoning in Chinese and Australian Banks
It is the chunky corporate loans that are most bothersome to banks, as an economy slows.This is one reason that risk-weightings tend to be fairly...
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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...
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MACRO: IS A CHINA RENMINBI DEVALUATION ON THE CARDS?
Whilst a lot of people – internally here as well – are in the no CNY devaluation Camp on the renminbi, see a good piece on this from The Economist....
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Systemic problems in China – Is the Renminbi set to tumble?
Initiating 1 year USDCNH Vanilla Call Option with Strike 7.0000. This trade is one way to take advantage of/hedge against potential currency...
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