Dah Sing - Ka Ching Ka Ching Ka Ching
For those of you following the Dah Sing Financial Holdings (440 HK) situation, this is an update of the ongoing trade idea with updates for...
418 Views
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...
328 Views
New BIS Proposal on Operational Risk, Comparing China to Australia
There is a new proposal from BIS that is seeking to change the way banks calculate their operational risk. The concern they have is the current...
326 Views
Loans Are Not the Only Asset Risk for China Banks
We tend to focus on loan risk as the most critical for banks. And this is generally correct across most of Asia. Even in Japan it is the correct...
509 Views
Keynesian Brain Twister: What Happens When We Get Inflation & Negative Rates?
Short answer: We get more Larry Summers editorials.Long answer…Larry Summers, a key accidental architect of Wall Street’s GFC of 2008-09 and...
346 Views