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...
291 Views
(QUICK UPDATE) Tracking the herd of Chinese tourist: Japan and Thailand top the list
I talked about 3 structural bears for Hong Kong's tourism earlier this year in February:1. How Hong Kong is losing its attractiveness as tourist...
410 Views
Landed property ownership looking more like a reality
With prices of landed homes falling faster than their non-landed counterparts, should prospective buyers take advantage of the slow market to...
294 Views
DBS surprises with risk in China, India
Perhaps the old thinking, of DBS Group Holdings being safe and conservative is outdated. Its bad loan experience in China is amongst the worst in...
369 Views