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...
180 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...
124 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...
155 Views
China – Provision Forbearance Not a Panacea
Lowering required provisions for China’s banks is not a panacea for credit growth. It is more likely that credit risks remain too high for most...
116 Views
Large Banks Benefit from CBRC’s Relaxation in Provision Requirement
We believe the recent announcement by China’s banking regulator CBRC to lower loan-loss provisions for qualified banks is positive for near-term...
111 Views