The China A-Share Revolution
Copley Fund Research analyse the holdings of long-only Global Emerging Market equity funds. All of the Funds in this analysis are actively managed...
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China Banks ā Special Mention Loans and Bank Lending Under Fire from IMF
In December 2017, the International Monetary Fund (IMF) issued a 270-page report assessing Chinaās financial sector and specifically how the China...
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China Banks - Back to the Land of Silly
* Increased NPL Recognition - Not Exactly Comforting; andĀ * Lowered Reserve Coverage Each Invoke Capital Forebearance.Ā Investment SummarySeemingly,...
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Payments Battle Goes Global, as Fintech Threat Evolvesā¦
The Open Banking initiative in the UK, the PSD2 directive in the EU and a Japanese equivalent are forcing banks to provide third party access via...
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Large Banks Benefit from CBRCās Relaxation in Provision Requirement
We believe the recent announcement by Chinaās banking regulator CBRC to lower loan-loss provisions for qualified banks is positive for near-term...
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