China Banks - Back to the Land of Silly
* Increased NPL Recognition - Not Exactly Comforting; and * Lowered Reserve Coverage Each Invoke Capital Forebearance. Investment SummarySeemingly,...
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China Banks – Worsening Macro Will See Higher Bad Loans
It is hard to envisage a positive reading of the abysmal 6.1% YoY fixed asset investment growth in China for May 2018 year-to-date. Headlines and...
202 Views
BBSP Equity Asia Weekly Research 13 June 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vsMXAP in USD terms• NIKKEI/MXAP: Long term...
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BBSP Equity Asia Weekly Research - 23 May 2018
THE MAIN IDEA(Relative Value Approach in USD Terms)Long Term Allocation (Strategic view) Relative Value vs MXAP in USD terms• NIKKEI/MXAP: Long...
250 Views
Tencent and Ping An Tactical Long, Pivots and H Bank Supports
Our most recent insight Tencent and Ping An Sliding Toward Our Bear Objectives outlined macro downside targets and that we were edging toward...
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