Payments Battle Goes Global, as Fintech Threat Evolves…
The Open Banking initiative in the UK, the PSD2 directive in the EU and a Japanese equivalent are forcing banks to provide third party access via...
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Ping An Insurance – Wet Blanket
* Poster-child For All That Is Wrong in China Financials: Some of what we believe will rear its ugly head in 2018 will be: 1) investment portfolio...
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China Banks – Severe Yield Pressure at Shengjing Bank
Small regional bank Shengjing Bank Co Ltd H (2066 HK), primarily operating in the north and north east of China, shows the severity of funding...
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China Banks – Ping An Bank Not Likely to Be Alone in Surging Funding, Operating Costs
Ping An Bank Co Ltd A (000001 CH) has announced summary 4Q17 results. What is remarkable is the bank’s surge in funding costs which are up 51% YoY...
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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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