(QUICK UPDATE) Tracking the herd of Chinese tourist: Japan and Thailand top the list
I talked about 3 structural bears for Hong Kong's tourism earlier this year in February:1. How Hong Kong is losing its attractiveness as tourist...
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China Banks' Thin Line
Beijing canceled the loan:deposit ratio (LDR) cap of 75%. It’s worried. This can be considered to be a similar move as lowering the reserve...
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What's Next For China?
Raids on brokers and traders. Less economic data flow, or spurious upward revisions. Wealth management product holders not getting paid. Defaults...
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Corporate Loan Seasoning in Chinese and Australian Banks
It is the chunky corporate loans that are most bothersome to banks, as an economy slows.This is one reason that risk-weightings tend to be fairly...
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QuickNote: CITIC Secs to sell NSSF H-shares at HUGE discount - Strategic? Hmmm....
CITIC Securities last night announced that it had formed a 'Strategic Cooperation Framework Agreement' with China's National Social Security Fund,...
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