Moody's Vs SFC - A Dark Day for Hong Kong?
I have had the highest respect of SFCÂ but it may be a dark day for those who engage in the practice of financial research and due diligence with...
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China Bank Profit on the Way to Contraction
It is strange to see that so many China banks are reporting nearly identical net profit, close to 0% in their just announced 2015 results. We...
318 Views
Tightened Regulations on China's Bill Financing Pose NIM Pressures for Certain Banks
Risks regarding bill-financing business have recently become a new source of concern for Chinese banks.  Bill-financing frauds seen at both the...
364 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...
567 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...
485 Views