A China Cooperative Bank with near 40% Profit Contraction Is Illustrative
Fringe financial companies often reveal underlying credit metrics before mainstream banks.This is the case across Asia in several cycles, as well...
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Devastating Losses at Little Known China Specialty Lender Has Negative Implications for Bank Sector
China Commercial Credit is a specialty lender in China, although it is a listed entity in the US. What is interesting here is how its financials...
202 Views
Global Macro Take: WK 15. False Gods Be Damned….
Last week’s structural degradation on the USDJPY cross is a messenger bearing grim tidings – a big sell off is imminent – as we sliced through the...
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How a Debt to Equity Swap Plan in China Could Work
The government should set up a new national pension fund to save the economy. Securitising future pension payments may be the answer to the...
225 Views
China Bank Profit on the Way to Contraction
It is strange to see that so many China banks are reporting nearly identical net profit, close to 0% in their just announced 2015 results. We...
212 Views