Deleveraging in China: A Translation
A full translation of an article measuring the progress of deleveraging from a People's Bank of China mouthpiece website at the end of last month...
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Standard Chartered (Hong Kong) – A Messy Flagship
*Â Fundamentals at Standard Chartered Bank (Hong Kong) [SCBHK] have improved over the past several years. However, SCBHK has aggressively pulled on...
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Conference Call with BOC Aviation: Low-Risk Exposure to Growing Asian Tourism Demand
We spoke to BOC Aviation (2588 HK) last week and came away impressed. In our view, the company offers relatively low-risk, diversified exposure to...
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Most Popular / Unpopular Names in Hong Kong....
We looked back over the last month to see which names in Hong Kong had the most Analyst upgrades and downgrades. On the positive side, CNOOC Ltd...
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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...
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