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...
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Best of Smartkarma: The Guest Editor's Slice & Dice #23
Welcome to the 23rd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
628 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...
503 Views
Best of Smartkarma: The Guest Editor's Cut #22
Welcome to the 22nd Edition of the Smartkarma [Guest] Editor's Cut, a weekly summary of the key themes and ideas of the last week's research on...
730 Views
MACRO: IS A CHINA RENMINBI DEVALUATION ON THE CARDS?
Whilst a lot of people – internally here as well – are in the no CNY devaluation Camp on the renminbi, see a good piece on this from The Economist....
409 Views