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 – Do Not Expect Full Concealment of Crisis
It is not likely that China’s banks will fully conceal the impact of the crisis. Even if there is some forbearance, we would expect some flow...
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China Banks - Abracadabra
China Loves the "F" Word: The China Bank and Insurance Regulatory Commission's (CBIRC) latest bout of bank capital forbearance in reaction to the...
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Market Monitor: A Corona Hangover
The year of rats brought us the elephant in the room, a new strain of Coronavirus (COVID-19) which is an ironic germ cousin of the black death...
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HK Short Interest Weekly: Tencent, Alibaba, AIA, Catl, Sun Hung Kai Properties, CCB, Sunny Optical
We analyzed the latest HK SFC report for aggregate short position as of Jun 5th and highlight short interest changes in Tencent (700 HK), Alibaba...
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