A "Sudden Stop" For China in 2016?
After an intriguing 2015 when the economy surprised to the downside by the stock market performed "relatively" well, China is amongst our main...
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Beware of NPL Coverage Trends Across Asia
Do not be lulled by a false sense of security with high NPL coverage. The figures can decline quickly and China is the quintessential example....
395 Views
TLAC Regulations Will Destroy Banks as Much as it Saves Them
The capital requirements for banks will be suicide to returns. The Financial Stability Board (FSB) will destroy banks with their regulations, in...
495 Views
The World of Banking is Becoming Ever More Polarized
The polarization of the world’s banks is gaining momentum. The lumbering, large, globally systemically important banks are increasingly forced to...
406 Views
Huarong IPO: Prices Near Bottom End - Less Than It Appears
The China Huarong Asset Management IPO is interesting. It's China's biggest distressed asset manager. The IPO is for US$2.3bn of stock after...
467 Views