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...
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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...
579 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...
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Bank of Hangzhou: The Tide Must Reach Its Lowest Before It Turns
While Bank of Hangzhou Co Ltd (600926 CH) may tick the boxes for fundamental progression and valuation, we remain on the sidelines.The bank does...
541 Views