Asia - Radical Impairments Are Normal
Sometimes we can forget, that impairment costs usually don’t rise gradually.We also sometimes forget that impairments can affect banks that are...
336 Views
Chinese Banks: BOC Has Minimum 10% Downside Potential - 3 Month View
Daniel Tabbush (Tabbush Report) published an interesting note on the Chinese banking sector on 12 May 2016. I was interested to run my technical...
305 Views
Quantifying Markdowns for China's Banks
Most should be aware by now that China’s banks have considerable loan-like risk, but misclassified as securities.(We have detailed this previously...
341 Views
Marketnomix Country Insights - China
China’s economic slowdown will continue to be a major cause for concern for the global economy. Slowing economy together with declining with FX...
261 Views
Asia-Pacific: Branch Banking and Profitability
It is easy to understand why there has been and remains so much hope regarding the profitability of China’s banks. The simple answer is...
327 Views