RMB Focus: It Was Too Good to Last
Despite the seeming aura of calm that had descended on the RMB and PBOC foreign exchange reserves the past few months, this was a deceptive peace. ...
219 Views
Why China Debt Bulls Are Mostly Wrong
As the debate about the sustainability about the increase in Chinese credit has grown, a number of points have been raised about why China simply...
208 Views
Dali Foods (3799 HK): Lock-Up Expiry, Follower Discount To Remain
Dali Foods was listed on Nov 20th, 2015 at IPO price of HK$5.25/share. The stock closed 4% below deal price on its first day of trading and is now...
298 Views
Asia - Radical Impairments Are Normal
Sometimes we can forget, that impairment costs usually don’t rise gradually.We also sometimes forget that impairments can affect banks that are...
221 Views
Changing Composition of RMB Outflows
As PBOC FX reserves have stabilized, due primarily to revaluation of EUR and JPY holdings, the story has started to circulate that capital outflows...
200 Views