Big Banks - A Crisis of Investor Confidence
We analyse the holdings of the world's largest banks by the 255 global equity funds in our analysis. For each region (America/EMEA/Asia), we have...
1.4k Views
Quiddity Weekly H/A: Share Spreads & Southbound Flows [Week to 12 Oct 2018]
This insight is an H/A Spread Monitor Project offering a brief look at recent changes in H-Share/A-Share spreads, Southbound flow and impact, and...
408 Views
China Banks – Profit Growth Is Only From Securities Gains
For the most part, China bank’s 1H18 profit growth YoY (and 2Q18 YoY) is from realized and unrealized trading gains, investment gains and fair...
274 Views
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...
447 Views
HSBC – $7 Billion Valuation Hole on BoCom and Other Sundry 1H18 Data
“As at 30 June 2018, the fair value of HSBC’s investment in Bank of Communications Co., Limited (‘BoCom’) had been below the carrying amount for...
385 Views