Asian Banks – Ruminations
In China bad loan coverage ratios are falling fast, and there is talk that regulators will even lower minimum requirements. No good can come of...
308 Views
Summary and Implications of Recent BIS Guidelines
The Basel Committee on Banking Supervision (BCBS) has been busy over the past five months. For those not incredibly adept at managing BIS news flow...
292 Views
Can China's Financial System Cope with Further Deterioration in Asset Quality?
In its recently released half yearly Financial Stability Review, the Reserve Bank of Australia examined the state of China's financial system. In...
312 Views
Telstra Adds to Capital Management Options with Autohome Sale
As noted yesterday in Telstra: De-Equitization = Must-Own. The Cheaper, Better, Safer Triumvirate and Telstra’s Leading Position and Reliable Cash...
313 Views
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...
276 Views