Growing Risks of a Crisis of Confidence in Chinese Policy Settings
The increasing frequency with which Beijing switches from enforcing greater financial discipline to implementing monetary and fiscal stimulus...
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China Banks – After IPO, It Takes 2-3 Years for Impairments to Surpass Funds Raised
We know that banks often raise capital to boost capital adequacy. That is normal. But we also know that banks often use this as the premise, but...
584 Views
China Banks - Back to the Land of Silly
* Increased NPL Recognition - Not Exactly Comforting; and * Lowered Reserve Coverage Each Invoke Capital Forebearance. Investment SummarySeemingly,...
178 Views
EM Managers: Most Avoided Stocks - 2018 Update
In this report, we screen for stocks that are largely avoided by global emerging market active funds. We identify companies within the MSCI...
315 Views
Prudential Plc – De-Merger Suggests Greater Competition for AIA
* De-Merger Announcement: Prudential plc (PRU.LN) [Pru] expects to segregate its United Kingdom (UK) life insurance and asset management subsidiary...
369 Views