China Banks' Thin Line
Beijing canceled the loan:deposit ratio (LDR) cap of 75%. It’s worried. This can be considered to be a similar move as lowering the reserve...
485 Views
What's Next For China?
Raids on brokers and traders. Less economic data flow, or spurious upward revisions. Wealth management product holders not getting paid. Defaults...
574 Views
Corporate Loan Seasoning in Chinese and Australian Banks
It is the chunky corporate loans that are most bothersome to banks, as an economy slows.This is one reason that risk-weightings tend to be fairly...
503 Views
MACRO: IS A CHINA RENMINBI DEVALUATION ON THE CARDS?
Whilst a lot of people – internally here as well – are in the no CNY devaluation Camp on the renminbi, see a good piece on this from The Economist....
409 Views
Systemic problems in China – Is the Renminbi set to tumble?
Initiating 1 year USDCNH Vanilla Call Option with Strike 7.0000. This trade is one way to take advantage of/hedge against potential currency...
446 Views