HNA: Huge,National, & Aggressive
HNA has grown so Huge it has become a National interest, in our judgment. Its Aggressive acquisitions backed by rising leverage have raised...
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Other Assets May Conceal Bad Loans: China
Other asset growth is surging at China’s banks. It is a line item often associated with assets of limited liquidity, impossible to value, or not...
289 Views
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;...
285 Views
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...
534 Views