Bank of Chongqing - One Of Worst NIM Contraction, But With High Loan Growth
NIM contraction at BOC is severe and this is despite high loan growth. Risk is that this worsens in coming quarters, with weaker economy. Credit...
452 Views
MSCI EM $EEM 2-Month Downtrend Reversal at Support -- Add Exposure. Upgrading Taiwan to Overweight
Signs continue to point to a topping $DXY, and a declining DXY has historically resulted in EM outperformance (vs. $EAFE). Many ideas in China/Hong...
414 Views
Chinese Banks: New Asset Classification Rules | You Can Run but You Can't Hide
New asset classification rules have officially been announced. We see this as a long-term positive for the sector as regulators continue to bring...
615 Views
China Banks – Subtle Risk Deterioration
There is a major difference in risk profile of China and US banks. Here we are specifically referring to the degree of accumulated loan loss...
582 Views
China Bohai Bank IPO: Valuation Insights
China Bohai Bank (9668 HK)Â is the youngest nationwide joint-stock commercial bank in China. In 2005, Bohai was established and became the only...
527 Views