Corporate Loan Seasoning in Chinese and Australian Banks
It is the chunky corporate loans that are most bothersome to banks, as an economy slows.This is one reason that risk-weightings tend to be fairly...
479 Views
Weekly Impressions
In the second weekly wrap of top-down and bottom-up developments during Australia’s reporting season, Evidente discusses the PBOC’s rationale for...
434 Views
A loss of trust and the quiet revolution in corporate governance
Commentators and analysts continue to be vocal critics of the insatiable appetite for income that investors have developed in recent years. The...
330 Views
A new narrative for the Australian dollar (update)
Two months ago, Evidente published a report which suggested that contrary to the RBA's view that the currency remained over-valued, the Australian...
2.3k Views
Beware of bubble talk, for now
In a wide ranging speech delivered overnight in New York, Glenn Stevens, provided more colour on his prior communications in which he has bemoaned...
766 Views