China: Revival 2.0?
​Chinese real estate prices impact stock market, Trump's tariff approach to China changes, undervalued stocks in Hong Kong offer high yield potential.
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China Banks – Muted Profit Delta
The profile for provision expenses and profits at China's banks during 1H20 is wholly different to many others globally.
522 Views
China Banks: Income Opportunities Compensate for Balance Sheet Risks.
Chinese banks are not excessively valued on a P/Book, PER, Franchise Valuation, and Dividend Yield basis. One can pick up shares in the low-risk...
863 Views
China Banks – Worsening Macro Will See Higher Bad Loans
It is hard to envisage a positive reading of the abysmal 6.1% YoY fixed asset investment growth in China for May 2018 year-to-date. Headlines and...
253 Views
Domestic NPLs in Hong Kong Can Surprise – Not Just Those in Neighboring China
Where so many of us are focused on the impact of China slowdown on its banks, it is worth highlighting the risks to Hong Kong’s banks. But what we...
7.6k Views