China Banks - Back to the Land of Silly
* Increased NPL Recognition - Not Exactly Comforting; and * Lowered Reserve Coverage Each Invoke Capital Forebearance. Investment SummarySeemingly,...
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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...
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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...
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Agricultural Bank of China - Capital Overhang Persists
* Well-Orchestrated Capital Raise Coupled With More Regulatory Forbearance: Agricultural Bank of China (1288.HK) [ABC] announced plans on raising...
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Large Banks Benefit from CBRC’s Relaxation in Provision Requirement
We believe the recent announcement by China’s banking regulator CBRC to lower loan-loss provisions for qualified banks is positive for near-term...
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