The World of Banking is Becoming Ever More Polarized
The polarization of the world’s banks is gaining momentum. The lumbering, large, globally systemically important banks are increasingly forced to...
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Deposit Flight at China's Banks
Last year seven banks in China saw deposits contract. The year previous the number was one. Deposit flight is one of the first things to look...
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China's NPL Growth will be Radical
It is rare for bad loans to rise gradually as they peak. In most all cases the rise of NPLs and corresponding credit costs is radical. It is not...
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Assessing Driver of Moats in Retail Shopping Centres
We view high quality shopping centres as benefiting from strong competitive advantages, and generally ascribe narrow economic moat ratings to...
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"Special Mention Loans" across Asia
Banks in Asia tend have five loan categories, where the last three combined are termed non-performing (NPL). These categories are substandard,...
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