Banks Look Under-Reserved for Energy Losses
We've taken a close look at banks' energy exposures and potential losses, and see both good news and bad news for investors.First, the good...
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It Is All Playing Out with China's Banks
The NPL crisis is upon us in China. It’s playing out even if it appears slow.Some of the first movers to show NPLs provide a guide as to what to...
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Dah Sing - Ka Ching Ka Ching?
For anyone looking at Dah Sing Financial Holdings - and for those of you not looking, you should be - an article out a few hours ago makes clear...
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Increasing Shorts on Strength
Our sell out of Asian longs yesterday was timely. S&P top is in place at 1,940 (futures) after hitting our base case level of 1,938 with risk...
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China Bank Pressure, Refocus in Hong Kong
Banks in Hong Kong are highly exposed to China. As all eyes are on the radical stock market moves in China, the currency pressure and the visible...
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