Tencent and Ping An Tactical Long, Pivots and H Bank Supports
Our most recent insight Tencent and Ping An Sliding Toward Our Bear Objectives outlined macro downside targets and that we were edging toward...
130 Views
China Banks – Radical Divergence in Funding Cost Growth
The largest four banks in China have an implicit guarantee from the government; are ubiquitous across the country; have a huge and sticky low-cost...
141 Views
CCB and ICBC Triangle Break Points
We are placing a greater emphasis on triangle patterns maturing in Hong Kong that have a high correlation to the current S&P triangle formation...
175 Views
Standard Bank: Standard Practice
The South African banking sector is an independently regulated market with an appealing market structure. However, serious political, economic, and...
119 Views
Agricultural Bank of China - Capital Overhang Persists
* Well-Orchestrated Capital Raise Coupled With More Regulatory Forbearance: Agricultural Bank of China (1288.HK) [ABC] announced plans on raising...
141 Views