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China Fortune Land (600340 CH)
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119
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Real Estate
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China
China Fortune Land Development Company Limited conducts property development, infrastructure investment and management of industrial parks, as well as sales of building and furnishing materials.
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bearish
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Thematic (Sector/Industry)
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08 Feb 2016 09:37
It Is All Playing Out with China's Banks
The NPL crisis is upon us in China. It’s playing out even if it appears slow.Some of the first movers to show NPLs provide a guide as to what to...
Daniel Tabbush
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233 Views
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bullish
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Macroeconomics
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22 Jan 2016 11:10
Asia Calling: China's Great Rebalancing - Why the Consensus Is Wrong
Falling Chinese asset markets have resulted in growing fears that China's economy is in a 'hard landing' Policymaker actions may have exacerbated...
Callum Henderson
1.6k Views
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bullish
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Thematic (Sector/Industry)
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14 Dec 2015 16:30
Beware of NPL Coverage Trends Across Asia
Do not be lulled by a false sense of security with high NPL coverage. The figures can decline quickly and China is the quintessential example....
Daniel Tabbush
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241 Views
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bearish
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Thematic (Sector/Industry)
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21 Jan 2015 15:23
China Property / Debt - when Kaisa broke our Trust
Kaisa failed to make an interest payment due Jan 8 on $500 million of 10.25% dollar bonds (the first Chinese property company to default on...
David Millhouse
282 Views
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