China Banks – Special Mention Loans and Bank Lending Under Fire from IMF
In December 2017, the International Monetary Fund (IMF) issued a 270-page report assessing China’s financial sector and specifically how the China...
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Growing Risks of a Crisis of Confidence in Chinese Policy Settings
The increasing frequency with which Beijing switches from enforcing greater financial discipline to implementing monetary and fiscal stimulus...
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China Banks – After IPO, It Takes 2-3 Years for Impairments to Surpass Funds Raised
We know that banks often raise capital to boost capital adequacy. That is normal. But we also know that banks often use this as the premise, but...
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China Banks - Back to the Land of Silly
* Increased NPL Recognition - Not Exactly Comforting; and * Lowered Reserve Coverage Each Invoke Capital Forebearance. Investment SummarySeemingly,...
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EM Managers: Most Avoided Stocks - 2018 Update
In this report, we screen for stocks that are largely avoided by global emerging market active funds. We identify companies within the MSCI...
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