China Bank Profit on the Way to Contraction
It is strange to see that so many China banks are reporting nearly identical net profit, close to 0% in their just announced 2015 results. We...
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Bank Regulatory Changes to Credit Risk
BIS will no longer allow internal modeling for banks to arrive at risk weights In all likelihood, there will be a rise in credit risk assets,...
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Video: How Much Will a Bursting of the China Bubble Hurt Singapore Banks?
Now that Singapore's banks have published their results, veteran market watchers Song Seng Wun and Kevin Scully take an in-depth look at China's...
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Portfolio Return Opportunity from Strategic Currency Allocations?
Strategic Portfolio returns available from strategic currency allocations. We review ClearMacro's expected returns methodology and the...
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The China Series: If You Think Things Are Bad Now...
If you think things are bad now, just wait until the slowdown really begins. China produces 60% of the world’s cement but only commands 16% of the...
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