Chinese Credit Growth Is Shifting Where It Grows Not How Much It Grows
The focus on the recent strong growth in headline financing growth has raised concerns about underlying demand for credit and continued reliance on...
133 Views
China Asset Risk Clear in Margin Data
Benign NPL formation in the latest quarter for China’s banks is not only due to write-offs. More likely, there is a significant amount of...
202 Views
Growing Corporate Debt in China
There has been much discussion about China’s wish to implement economic reforms and – specifically – to deleverage. However, the reality is that...
147 Views
Systemic Risk from Corporate Debt in China
Massive and growing debt levels in China are becoming a source of major concern to the world's banking community. Whilst some see this as...
164 Views
Everbright Securities IPO: An Unexciting Mid-Sized Broker
Everbright Securities (H) (6178 HK) launched its H-share IPO today, with the aim of raising about $1.1bn.We have covered the basics of three...
337 Views