Global Banking Trends: Trusting the Signals
The PH Score™ identifies fundamental momentum opportunity from more than 2000 shares globally on a quarterly basis, always focusing on the top and...
725 Views
EM Strategy: Brazil Breaking Out, EM Energy Remains Attractive
While the MSCI EM index remains in a well-defined downtrend, and we continue to recommend selectivity, we highlight several investable themes and...
622 Views
China Banks: Rising Write-Offs at Odds with NPLs
The most visible sign of credit quality for banks are non-performing loans (NPL) or the NPL ratio. But there are many other indicators of credit...
375 Views
Chinese Officials Turn a Blind Eye to Corruption
One of America's most prestigious investment banks was fined hundreds of millions of dollars last year for bribing Chinese officials through its...
2.4k Views
China-Hong Kong Bond Connect on Its Way. A Legal Update from Dechert's Financial Services Group
China has announced the launch of a new initiative that is likely to liberalize the process for foreign investors to invest in the China bond...
356 Views