Taiwan Business: A Quarter of Underperformance Looks Overdone
We have been positive about Taiwanese banks for some time. And while we would not be surprised if investors have reduced their holdings, we see an...
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EM Strategy:Â Russia and Thailand Bullishly Inflecting; Pullback Opportunity in India
This report highlights actionable themes across the EM universe, including: bullish inflections in the Russian and Thai markets, and a pullback...
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CTBC: "Softly This Hand-Crafted News Reaches the Fresh Leaves" - Liu Qiyu
Originally founded in 1966 as China Securities Investment Securities and then renamed China Trust Co.,Ctbc Financial Holding Co Ltd (2891 TT) has...
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Taiwan's Banks Have Zero NPLs; For Now
Across nearly 300 banks in Asia-Pacific the average NPL ratio is 2.47%. In Taiwan banks have essentially no NPLs at just 0.27% of loans.We find it...
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