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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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...
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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...
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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...
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