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Postal Savings Bank of China C (1658 HK)
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Financials
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China
Postal Savings Bank of China Co., Ltd. provides banking services. The Company offers deposits, loans, fund settlement, and other services. Postal Savings Bank of China provides its services to individuals, enterprises, and other clients.
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bearish
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Thematic (Sector/Industry)
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08 Feb 2016 09:37
It Is All Playing Out with China's Banks
The NPL crisis is upon us in China. It’s playing out even if it appears slow.Some of the first movers to show NPLs provide a guide as to what to...
Daniel Tabbush
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233 Views
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bearish
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S&P 500 INDEX
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03 Feb 2016 12:41
Increasing Shorts on Strength
Our sell out of Asian longs yesterday was timely. S&P top is in place at 1,940 (futures) after hitting our base case level of 1,938 with risk...
Thomas Schroeder
153 Views
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bullish
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Macroeconomics
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22 Jan 2016 11:10
Asia Calling: China's Great Rebalancing - Why the Consensus Is Wrong
Falling Chinese asset markets have resulted in growing fears that China's economy is in a 'hard landing' Policymaker actions may have exacerbated...
Callum Henderson
1.6k Views
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bearish
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Cross Asset Strategy
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21 Jan 2016 18:05
China and the EM Ugly Contest
Our bearish outlook for 2016 predicated on the rising risk of a “sudden stop” for China and uncontrolled FX depreciation across EM is unfortunately...
John-Paul Smith
9.3k Views
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bullish
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Thematic (Sector/Industry)
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04 Jan 2016 18:07
A Gradual NPL Cycle in Asia
Only three countries in Asia Pacific are seeing NPLs in decline during over the past three to four quarters. The average rate of growth is 20%,...
Daniel Tabbush
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1.3k Views
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