Fourth Tier Banks in China and HK Show Heightened Credit Risk, a Harbinger for Mainstream Banks
We often focus too much on the listed 30 or so China banks, their NPL ratios and credit metrics. If anybody remembers First Bangkok City Bank,...
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Money Matters: US Bond Yields & USD/RMB - A Paradigm Shift?
 Over the past five years or so, since the RMB moved into over-valuation territory, there has been a consistent and inverse relationship between...
292 Views
Singapore and Hong Kong Banks Sound Post U.S. Election; Interbank Rates Steady
While the share price appreciation for the Singapore and Hong Kong banks was not as strong as its U.S. and Japan peers in the post-U.S. election...
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What Is the Impact of Chinese Finance Ministry Reshuffle
It is frequently said that trying to trade politics is a fools errand, but it does impact the macro-economic direction. Yesterday, China announced...
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Bank of East Asia Divests Tricor Holdings; Shares Remain Overvalued
The Bank of East Asia disposed of its 75% stake in Tricor Holdings to private equity group Permira for HKD 4.9 billion. The bank also sold Tung...
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