China Financials – The Accident About to Happen
* Risk Increasing Within Tier 2 Banks: Â The 2nd tier banks is looking increasingly vulnerable. Tighter asset management regulations are being...
238 Views
Increasing FVE for ICBC to Reflect Increased NIM Assumptions and CNY Appreciation
We raise our fair value estimate for Industrial and Commercial Bank of China (H) (1398 HK) to CNY 6.5 per share from CNY 5.9 for its A-shares, and...
229 Views
China Banks – Questionable Accounting Practices Exposed
* Circular 46 enabling the CBRC to properly do its job, as Shanghai Pudong Development Bank  - the first of many high profile names - gets exposed...
272 Views
Quiddity Weekly H/A: Discounts & Southbound Flows 20180126
This is a new H/A Spread monitor project offering a brief look at recent changes in H-Share and A-Share spreads, Southbound flow and impact, and...
494 Views
Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
795 Views