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....
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TLAC Regulations Will Destroy Banks as Much as it Saves Them
The capital requirements for banks will be suicide to returns. The Financial Stability Board (FSB) will destroy banks with their regulations, in...
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The World of Banking is Becoming Ever More Polarized
The polarization of the world’s banks is gaining momentum. The lumbering, large, globally systemically important banks are increasingly forced to...
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Huarong IPO: Prices Near Bottom End - Less Than It Appears
The China Huarong Asset Management IPO is interesting. It's China's biggest distressed asset manager. The IPO is for US$2.3bn of stock after...
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China Huarong IPO: Valuation remains rich, no more appealing than Cinda
Huarong Asset Management, the largest distressed asset (DA) management company in China by asset and profit, is raising US$2.2-2.5bn in the coming...
334 Views