Chinese Financials: Winners and Losers
Based on reported data for FY18, we delve into Chinese banks and see how they are progressing with our value-quality gauge, The PH Score™.The PH...
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China Banks – Do Not Expect Full Concealment of Crisis
It is not likely that China’s banks will fully conceal the impact of the crisis. Even if there is some forbearance, we would expect some flow...
587 Views
US/China Trade Pact - Wake Up America
Not So Fast:Â Â Mainland China is NOT reducing tariffs on USD 138 bn of existing US imports at rates of 5%-25%, and will only suspend new tariffs....
533 Views
China Macro - Impact on Financials
* Fiscal stimulus continues to play a major role in supporting growth next year;  * Restarting the capex cycle is a key gov’t focus to revive...
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China Banks: Income Opportunities Compensate for Balance Sheet Risks.
Chinese banks are not excessively valued on a P/Book, PER, Franchise Valuation, and Dividend Yield basis. One can pick up shares in the low-risk...
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