China Banks – Can You Say Capital Forbearance?
* Questionable Reduction in Reserve Coverage: Just as the wheels are about to fall off the bus, the China Bank Regulatory Commission (CBRC) - in...
236 Views
China Financials – The Accident About to Happen
* Risk Increasing Within Tier 2 Banks: Â The 2nd tier banks is looking increasingly vulnerable. Tighter asset management regulations are being...
227 Views
StubWorld - Set-Up & Unwind Extremes: JCNC, Citic
This week: Jardine Cycle & Carriage Ltd (JCNC SP) looks inexpensive as it indirectly embraces a green goddess; and a closer look at Citic Ltd...
407 Views
China Banks – Questionable Accounting Practices Exposed
* Circular 46 enabling the CBRC to properly do its job, as Shanghai Pudong Development Bank  - the first of many high profile names - gets exposed...
265 Views
Quiddity Weekly H/A: Discounts & Southbound Flows 20180126
This is a new H/A Spread monitor project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and...
487 Views