Asia Rotation Picks
Chartonics webcast Wednesday 7 September 2016Rotation plays in Asia To view click on this link: http://www.screencast.com/t/F6RFeLLyfu 6:29...
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Making Sense of Chinese Investments in Africa
Chinese investment in Africa is much misunderstood, with little reliable data. But it can be said with some certainty that the main damage done by...
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Taiwan's Banks Have Zero NPLs; For Now
Across nearly 300 banks in Asia-Pacific the average NPL ratio is 2.47%. In Taiwan banks have essentially no NPLs at just 0.27% of loans.We find it...
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Beware of Banks' Off Balance Sheet Risk
We should not forget about the latent, but hidden risk facing banks off balance sheet. In a crisis, when banks become risk averse, and where...
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