China's NPL Growth will be Radical
It is rare for bad loans to rise gradually as they peak. In most all cases the rise of NPLs and corresponding credit costs is radical. It is not...
390 Views
(QUICK UPDATE) Tracking the herd of Chinese tourist: Japan and Thailand top the list
I talked about 3 structural bears for Hong Kong's tourism earlier this year in February:1. How Hong Kong is losing its attractiveness as tourist...
500 Views
China Banks' Thin Line
Beijing canceled the loan:deposit ratio (LDR) cap of 75%. It’s worried. This can be considered to be a similar move as lowering the reserve...
446 Views
What's Next For China?
Raids on brokers and traders. Less economic data flow, or spurious upward revisions. Wealth management product holders not getting paid. Defaults...
534 Views
Corporate Loan Seasoning in Chinese and Australian Banks
It is the chunky corporate loans that are most bothersome to banks, as an economy slows.This is one reason that risk-weightings tend to be fairly...
479 Views