What Is Really Worrying About the Chinese Credit Bubble
Lots of ink or ones and zeros in today’s world about the explosion of credit propping up the Chinese economy. So much so that I really will not...
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A Look at Credit Risk Assets Can Be Revealing
While we tend to focus on impaired loans, a look at credit-risk assets can be revealing.This is especially the case with respect to the rate of...
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China House Prices in April Increased at Faster Pace Overall, Highly Divergent Across Cities
China house prices for 100 major cities overall continued to rise at faster pace, 9% y/y compared to 7.4% a month earlier, according to new data...
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Asian Banks – Ruminations
In China bad loan coverage ratios are falling fast, and there is talk that regulators will even lower minimum requirements. No good can come of...
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Summary and Implications of Recent BIS Guidelines
The Basel Committee on Banking Supervision (BCBS) has been busy over the past five months. For those not incredibly adept at managing BIS news flow...
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