Asia Financials: The Fallout from SVB and Silvergate | Where's the Biggest Asset/Liability Mismatch?
For the most part, we expect Asia financial names to be able to withstand the SVB / Silvergate fallout. But risks in ALM are reminiscent of what...
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Chinese Banks: New Asset Classification Rules | You Can Run but You Can't Hide
New asset classification rules have officially been announced. We see this as a long-term positive for the sector as regulators continue to bring...
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China Macro: A Blowout Month for New Loans, but Consumers Remain Timid
New loans totaled a whopping CNY4.9 trillion in Jan. Overall, the surge in corporate lending was solid. The outlook is much grimmer for mortgages....
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China Macro: Jan CPI / PPI | Much Better Visibility Ahead
Inflation data for Jan, while slightly softer than expected, should be encouraging in that we've not had such high visibility for a long time in...
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PICC Group / PICC P&C Pair: A Cheat Sheet to Improve Your Batting Average
PICC Group / PICC P&C are an interesting pair that often provides investors with short windows for relative value trades. From the group's SOTP...
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