Bank Credit Weekly: Return of Risk-Off, Save for Asia Bank Credit
Dollar strengthening, continued equity market weakness and the panoply of Fed speakers crying for more fiscal stimulus did not help Asian or US HY...
218 Views
Asia Short Interest Weekly: Meituan, JD, PingAn, SMIC, Japan Divs, Netmarble, Shinpoong, Genius, TXC
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
374 Views
EM Banks Through the Credit Quality and Value Lens
Our 2Q20 screens reveal the wide range in cost of risk amongst EM banks We screen for banks that are well capitalised and have ”kitchen sinked”...
257 Views
Bank Credit Weekly: Powell Put Strengthens in Asia While Still Waters Run Deep
: Still waters run deep. Do not be fooled by calm appearances. Asia’s high yield market outpaced the US as risk sentiment diverged following the...
267 Views
China Banks – Muted Profit Delta
The profile for provision expenses and profits at China's banks during 1H20 is wholly different to many others globally.
293 Views