America Shakes, Global Banks Quake
No Confidence In American Leadership: The Trump administration's steroid-infused equity market left little room for slowdown and mistakes. There...
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China Banks - Abracadabra
China Loves the "F" Word: The China Bank and Insurance Regulatory Commission's (CBIRC) latest bout of bank capital forbearance in reaction to the...
255 Views
Trip.com - Sick Man of Asia's Global Impact
Trip.com Should Continue to Get a Significant Downward Re-Rating:Mainland China is at the epicenter of this tourism slowdown. If the virus impact...
272 Views
Asian Bank HY Credit Weekly: It Was Ugly, What May Be Oversold
Coronavirus capitulation is creating value within certain securities. Nouriel Roubini and Scott Minerd are back in fashion and that’s a buy sign....
338 Views
Bank of East Asia - Trail of Tears For Chinese Developer Loans
Chinese Real Estate Risk:Mainland China’s debt-laden developers were already facing a cash-crunch, but the corona virus outbreak has exacerbated...
304 Views