Large Banks Benefit from CBRC’s Relaxation in Provision Requirement
We believe the recent announcement by China’s banking regulator CBRC to lower loan-loss provisions for qualified banks is positive for near-term...
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China Banks – Can You Say Capital Forbearance?
* Questionable Reduction in Reserve Coverage: Just as the wheels are about to fall off the bus, the China Bank Regulatory Commission (CBRC) - in...
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China Financials – The Accident About to Happen
* Risk Increasing Within Tier 2 Banks: The 2nd tier banks is looking increasingly vulnerable. Tighter asset management regulations are being...
138 Views
StubWorld - Set-Up & Unwind Extremes: JCNC, Citic
This week: Jardine Cycle & Carriage Ltd (JCNC SP) looks inexpensive as it indirectly embraces a green goddess; and a closer look at Citic Ltd...
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China Banks – Questionable Accounting Practices Exposed
* Circular 46 enabling the CBRC to properly do its job, as Shanghai Pudong Development Bank - the first of many high profile names - gets exposed...
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