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Northeast Securities (000686 CH)
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China
Northeast Securities Co., Ltd. provides securities brokerage, trading, underwriting, asset management, investment consulting, and other financial services.
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bearish
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Thematic (Sector/Industry)
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23 Jun 2016 18:30
China - Something Happening Here, Exactly What Isn't Clear
It is hard to envisage how the two opposing data sets can co-exist without something worrisome happening behind the scenes. Here we look at annual...
Daniel Tabbush
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232 Views
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bearish
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Macroeconomics
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23 Jun 2016 15:18
RMB Report: Near Term Stability, Long Term Depreciation
For all the concern focused on the Chinese economy, financial markets, and credit, the RMB dominates them all. If a hard landing or crisis like...
Christopher Balding
174 Views
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bearish
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Macroeconomics
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21 Jun 2016 13:51
RMB Outflows Continue As Inflows Collapsing
International bank transaction data was released on the 20th and we believe this provides a better gauge of currency flows than more widely...
Christopher Balding
145 Views
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bearish
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Thematic (Sector/Industry)
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20 Jun 2016 19:56
The Chinese Military: Fit for Purpose?
China's leadership is aware of the weaknesses in its armed forces, who have been found to be physically unfit, untested, unmotivated and corrupt....
Bixmoor
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177 Views
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bearish
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Thematic (Sector/Industry)
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20 Jun 2016 11:07
The Quiet Collapse in China Bank Margins
While credit quality is certainly the most important issue facing China’s banks, we can not dismiss core income. This is what will pay for credit...
Daniel Tabbush
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199 Views
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