China Banks – Muted Profit Delta
The profile for provision expenses and profits at China's banks during 1H20 is wholly different to many others globally.
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HSCEI Dividends: Multiple Catalysts to Drive Fair Value Changes
With multiple catalysts driving fair value estimates, there will be significant trading opportunities in the HSCEI 2021 dividend futures.
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Bank Credit Compass: September Expectations and August Performance in Asia
We may be closer to market tights in terms of credit spreads than we expected one week ago. We are not convinced that the Fed can meet its new.. .
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Bank of East Asia: Buy the Inefficient Capital Securities
We recommend Buying Bank of East Asia's (BNKEA) inefficient Additional Tier 1 (AT1) capital securities. The minimum trading size increment of a...
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Bank Credit Weekly: Powell Put Pushes Asia and US HY Risk Sentiment Higher – Risks Now Changed
Asia’s high yield market kept pace with the US as risk sentiment rose following the Fed Chairman’s speech this week. The Powell put is alive and...
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