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...
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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...
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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...
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A long queue of financial investors selling down? We wouldn't want to stand at the other end
Standard Chartered is selling 360m shares worth US$211m. This is the 3rd block trade by Cinda's shareholder since April 9th when CITIC Capital sold...
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A herd of fine horses are starting to head back to their home market
Two years ago I recalled during May/June period, put premiums were at double digits for the biggest china financial stocks. It was dirt cheap at...
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