China Merchants Bank – Massive 4Q20 Charge-Offs
CHINA MERCHANTS BANK: CMB announced a poor set of preliminary 4Q20 results, as profit declined 22.7% QOQ. Credit risk has substantially increased...
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China Onshore Credit: Policy Bank Bond as an Interesting Alternative to Government Bond
AmChina's policy bank bonds represent a material portion ofÂ
499 Views
China Onshore Credit: Update on the China Government Bond Market
China's government bonds are integral part of the country's onshore bond market, accountinfÂ
406 Views
China Onshore Credit: Bravo! 2Q20 Default Figure Better than Expected
The 2Q20 default figure of the onshore bond market is better than our expectation, pointing to a sustained resilience of credit quality that has...
558 Views
Genworth Financial - Plan B
*Un-investable: This is a binary investment. Either you believe that China Oceanwide (715.HK) can come up with the funds for this deal or you...
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