China Banks – Biden, Vaccine, Provisions
There are conflicting factors at play in assessing banks, including Chinese banks, which will making the path forward that much more difficult to...
413 Views
Global Banks – Waning Credit Cost Delta
Bank analysis is wholly different in the current environment. We believe there are three considerations now that drive bank profit: 1) vaccine, 2)...
480 Views
China Banks – Subtle Risk Deterioration
There is a major difference in risk profile of China and US banks. Here we are specifically referring to the degree of accumulated loan loss...
654 Views
The NEW Chinese CBDC (DCEP - 数字货币) - Not Quite All The Money in China
Almost a year ago, on 31 October 2019, the PBOC announced that after years of preparation, an official "digital renmimbi" would bre releas
656 Views
Asia Banks – Watch Your Anti-Money Laundering Risk Again
* ICIJ Points Fingers Post-Swedbank Fiasco: The International Consortium of Investigative Journalists (ICIJ) reviewed over 2,100 suspicious...
503 Views