HNA: Huge,National, & Aggressive
HNA has grown so Huge it has become a National interest, in our judgment. Its Aggressive acquisitions backed by rising leverage have raised...
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Other Assets May Conceal Bad Loans: China
Other asset growth is surging at China’s banks. It is a line item often associated with assets of limited liquidity, impossible to value, or not...
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China Banks: We Must Not Be Complacent
While non-performing loan (NPL) ratios have not blown out for China’s banks nor has profit imploded, we would caution against becoming complacent....
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Asian Credit Monitor: China's Onshore Bonds (Part II: Omaha Beach)
In Asian Credit Monitor: China’s Onshore Bonds (Part I: The Normandy), we highlighted the access and motivations for investing in China's onshore...
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Asian Credit Monitor: China's Onshore Bonds (Part I: The Normandy)
Bond Connect will help international investors gain a better foothold in China's onshore bond market. We believe this is the right time for...
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