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...
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Pressure in Credit Quality and Net Interest Margin Remained Challenging for CMBC
With a 14% and 3.5% year-on-year growth in revenue and net profit, respectively, China Minsheng Bank’s, 2015 results were roughly in line with our...
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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...
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Bank Regulatory Changes to Credit Risk
BIS will no longer allow internal modeling for banks to arrive at risk weights In all likelihood, there will be a rise in credit risk assets,...
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