China Macro - Impact on Financials
* Fiscal stimulus continues to play a major role in supporting growth next year;  * Restarting the capex cycle is a key gov’t focus to revive...
462 Views
China Banks: Income Opportunities Compensate for Balance Sheet Risks.
Chinese banks are not excessively valued on a P/Book, PER, Franchise Valuation, and Dividend Yield basis. One can pick up shares in the low-risk...
863 Views
China A50 ETFs Rebalance Preview: 5 Changes in June as the AI-Driven Churn Continues
There could be 5 changes in June as the AI theme rolls on and beneficiaries replace old economy stocks. The recent pullback after the earlier...
153 Views
China Banks - A Pattern
While only few of China’s banks have reported 1Q19 results, there is a discernable pattern suggestive of worsening credit metrics. We also must...
962 Views
China – Soaring Real Estate Loans Makes One Wonder
China Construction Bank H (939 HK)Â (CCB)Â added real estate loans at more than double the amount of total corporate loans during 2018. This is...
700 Views