China Is Frantic About NPLs
There is talk that the regulator in China will allow banks to swap NPLs for equity stakes in the debtor companies. This is also talk that the...
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Dah Sing Ka Ching?
Maybe. It's worth a look. Really.Relative value traders have long looked atĀ Dah Sing Financial HoldingsĀ (440 HK, DSFH) which owns 74.59% ofĀ Dah...
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Fringe Banks in China are Telling Us Something
Often it is the smaller, less known banks that flare up first in a banking crises or an NPL cycle.In China, it may be no different.We can analyze...
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