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
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...
318 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...
266 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...
304 Views