A "Sudden Stop" For China in 2016?
After an intriguing 2015 when the economy surprised to the downside by the stock market performed "relatively" well, China is amongst our main...
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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....
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Huarong IPO: Prices Near Bottom End - Less Than It Appears
The China Huarong Asset Management IPO is interesting. It's China's biggest distressed asset manager. The IPO is for US$2.3bn of stock after...
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China Huarong IPO: Valuation remains rich, no more appealing than Cinda
Huarong Asset Management, the largest distressed asset (DA) management company in China by asset and profit, is raising US$2.2-2.5bn in the coming...
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Deposit Flight at China's Banks
Last year seven banks in China saw deposits contract. The year previous the number was one. Deposit flight is one of the first things to look...
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