Money Matters: Have the Drivers of Residential Property Investment in China Run Their Course?
IntroductionThere have been three key growth drivers of residential property development in China in my view: 1) The increase in urban population;...
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Asian Credit Monitor: China's Onshore Bonds (Part I: The Normandy)
Bond Connect will help international investors gain a better foothold in China's onshore bond market. We believe this is the right time for...
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ANIMAL SPIRITS: "You're Fired"- Underweight Chinese Banks & Bank of China (3988 H) Exits "Top Picks"
BOC And Chinese Banking Sector Notionally Attractive Valuations Might Be A "Value Trap" As We Are Sceptical Over NIMs,  NPLs, Loan Growth And...
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WMP Exposure in Smaller Banks in China &Â Who Are The Banks' Shareholders
Everyone has been talking about the onset of the WMPs failure that could unleash the grand scale sub-prime crisis like and about how a 2%...
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Sequential Profit Is Telling for China Banks
The China bank numbers show us once again that quarterly figures during the year are hardly reliable. This is because it is in the final quarter...
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