Emerging Market Banks: Measuring Their Response and Resilience to the Tougher Credit Quality Outlook
Banks in EM need to be prepared for the deteriorating credit quality outlook, as the Covid-19 driven contraction in GDP growth and economic...
561 Views
A-H Premium Weekly (Jun 19th): China Longyuan, China Coal, Remegen, Yangtze Optical Fibre And-H
We analyzed A-H premium changes in the past week and highlight A-H premium changes for China Longyuan, China Coal, Remegen, Yangtze Optical Fibre...
121 Views
A-H Premium Weekly (Jun 12th): Remegen, ZTE, Chalco, Shandong Gold Mining Co Lt-H
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Remegen, ZTE, Chalco, Shandong Gold Mining Co Lt-H.
101 Views
China Macro - Impact on Financials
* Fiscal stimulus continues to play a major role in supporting growth next year;  * Restarting the capex cycle is a key gov’t focus to revive...
462 Views
China Banks: Income Opportunities Compensate for Balance Sheet Risks.
Chinese banks are not excessively valued on a P/Book, PER, Franchise Valuation, and Dividend Yield basis. One can pick up shares in the low-risk...
863 Views