Money Matters: Chinese Financial System Opening Up- The Chance of a Lifetime?
A recent Bloomberg article titled "China's about to give global finance the chance of a lifetime" made me smile. In the article Bloomberg predicts...
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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...
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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...
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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...
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Standard Bank: Standard Practice
The South African banking sector is an independently regulated market with an appealing market structure. However, serious political, economic, and...
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