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...
386 Views
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...
155 Views
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...
241 Views
A Gradual NPL Cycle in Asia
Only three countries in Asia Pacific are seeing NPLs in decline during over the past three to four quarters. The average rate of growth is 20%,...
1.3k Views