Chinese Financials: Winners and Losers
Based on reported data for FY18, we delve into Chinese banks and see how they are progressing with our value-quality gauge, The PH Scoreā¢.The PH...
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GEM Fund Q1 2020 Performance Review: Active Funds Suffer as China Outperforms
The first quarter of 2020 was a challenging one for Global Emerging Market active managers.Ā Active GEM fund Q1 Returns -25.05% on average vs...
603 Views
China Banks: It's All About the Dividend
In these times of dividend risk, the appeal of Chinese banks may come into question. Chinese banks have cut dividends before, and a replication of...
733 Views
America Shakes, Global Banks Quake
No Confidence In American Leadership: The Trump administration's steroid-infused equity market left little room for slowdown and mistakes. There...
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China Banks ā Do Not Expect Full Concealment of Crisis
It is not likely that Chinaās banks will fully conceal the impact of the crisis. Even if there is some forbearance, we would expect some flow...
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