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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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06 Sep 2016 23:38
Growing Corporate Debt in China
There has been much discussion about China’s wish to implement economic reforms and – specifically – to deleverage. However, the reality is that...
Bixmoor
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143 Views
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bearish
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Thematic (Sector/Industry)
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30 Aug 2016 17:19
Systemic Risk from Corporate Debt in China
Massive and growing debt levels in China are becoming a source of major concern to the world's banking community. Whilst some see this as...
Bixmoor
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161 Views
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bearish
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Thematic (Sector/Industry)
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29 Aug 2016 09:33
13 Major Cities In China Seem To Be Clearing Inventory Well (Latest July Data)
In July the 13 major cities in China continued to clear inventory at a strong pace. Not only the months-to-clear remained at low levels but also...
Robert Ciemniak
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314 Views
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bearish
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Thematic (Sector/Industry)
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26 Aug 2016 15:18
China Property - Leveraging The Households
It's the households that are increasing leverage by taking on more mortgage debt, relative to the growth in new home sales, whereas the developers'...
Robert Ciemniak
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173 Views
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bearish
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Macroeconomics
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26 Aug 2016 06:44
FX Update: Portfolio Inflows into China Down 60%
Despite the small year to date decline of the RMB and the relative uncaring attitude of the market, there are reasons so suspect the underlying...
Christopher Balding
156 Views
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