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...
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Making Sense of Chinese Investments in Africa
Chinese investment in Africa is much misunderstood, with little reliable data. But it can be said with some certainty that the main damage done by...
316 Views
Beware of NPL Coverage Trends Across Asia
Do not be lulled by a false sense of security with high NPL coverage. The figures can decline quickly and China is the quintessential example....
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Taiwan Life / CTBC - Adjusted Merger Ratio creates a decent spread.
On 29 June 2015, we published a note highlighting the key takeaways from an EGM held earlier in the day - shareholders resoundingly approved the...
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Taiwan Life insurance - Latest Developments
On 12 May 2015, after weeks of speculation, it was announced that the CTBC-Taiwan Life Insurance merger is back on. The merger ratio is set at...
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