A China Cooperative Bank with near 40% Profit Contraction Is Illustrative
Fringe financial companies often reveal underlying credit metrics before mainstream banks.This is the case across Asia in several cycles, as well...
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Devastating Losses at Little Known China Specialty Lender Has Negative Implications for Bank Sector
China Commercial Credit is a specialty lender in China, although it is a listed entity in the US. What is interesting here is how its financials...
315 Views
Global Macro Take: WK 15. False Gods Be Damned….
Last week’s structural degradation on the USDJPY cross is a messenger bearing grim tidings – a big sell off is imminent – as we sliced through the...
264 Views
How a Debt to Equity Swap Plan in China Could Work
The government should set up a new national pension fund to save the economy. Â Securitising future pension payments may be the answer to the...
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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...
292 Views