Asia Rotation Picks
Chartonics webcast Wednesday 7 September 2016Rotation plays in Asia To view click on this link: http://www.screencast.com/t/F6RFeLLyfu 6:29...
1.2k Views
Hong Kong's Growth Suggests More Weakness in China
Second-guessing the true rate of GDP growth in China has become a sort of art for many commentators. For a long time, there have been questions...
304 Views
Target Portfolio Larger Than Expected, but May Be of Lower Quality
China Overseas Land and Investments, or COLI, has released the details of its CITIC deal. The target portfolio now consists of 32 million square...
219 Views
Low Rates for Longer - Asian Banks
Interest rates will remain lower, for longer. For banks with excess liquidity, this means margin pressure. We look at HSBC and STAN where liquidity...
249 Views
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...
289 Views