Trade and FX Reserve Pre-Release Note
The upcoming foreign exchange reserve and trade balance release give us a good opportunity to examine the post-Chinese New Year capital and goods...
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A Look at Credit Risk Assets Can Be Revealing
While we tend to focus on impaired loans, a look at credit-risk assets can be revealing.This is especially the case with respect to the rate of...
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China House Prices in April Increased at Faster Pace Overall, Highly Divergent Across Cities
China house prices for 100 major cities overall continued to rise at faster pace, 9% y/y compared to 7.4% a month earlier, according to new data...
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Asian Banks – Ruminations
In China bad loan coverage ratios are falling fast, and there is talk that regulators will even lower minimum requirements. No good can come of...
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Can China's Financial System Cope with Further Deterioration in Asset Quality?
In its recently released half yearly Financial Stability Review, the Reserve Bank of Australia examined the state of China's financial system. In...
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