Also sprach Analyst

Investment Analysis, China Economy, Global Economy, Real Estate and Financials

Financials

Here is the collection of articles related to financial institutions and financial sector in general.

China, Financials. 7 May, 2012, 12:24
Chinese banks “among the most thinly capitalised”
Chinese banks are among the “most thinly capitalised in emerging markets”, and much less capitalised that the official figures suggested.
China, Financials. 24 April, 2012, 17:17
Total banking assets in China amounted to RMB113.3 trillion
The China Banking Regulatory Commission’s report shows that total banking assets at the year-end 2011 amounted to RMB113.3 trillion
China, Financials. 20 April, 2012, 10:23
Chinese banks lost more than RMB1 trillion of deposits in 1st two weeks of April
The big 4 Chinese banks are losing deposits in April, and loan growth is stagnant, while net interest margin is declining.
China, Financials. 15 March, 2012, 23:14
Bank of Communications to raise RMB56.6 billion
Bank of Communications (3328.HK) announced that they are raising RMB56.6 billion in both A and H shares.
Asia, Financials. 27 February, 2012, 14:15
What’s up with Taiwan banks?
CLSA rates all Taiwan banks as SELLs, argues that the housing and tech bubbles are coming close to bursting, and banks will need to raise much capital.
China, Financials. 13 February, 2012, 22:35
Social security fund of China sells Chinese banks again
The Social Security Fund has just sold some Chinese banks shares again, and in fact they have been selling since we knew they sold some last time.
China, Financials. 15 November, 2011, 0:11
Bank Of America Is Selling CCB AGAIN
Bank of America is selling yet another 4% stake in China Construction Bank. After the sales, BofA will only have 1% stake left.
China, Financials. 9 November, 2011, 18:20
Goldman Sachs Is Selling ICBC
Goldman Sachs is seeking to sell US$1.54 billion worth of shares in Industrial and Commercial Bank of China.
Financials, World. 31 October, 2011, 22:16
MF Global Files For Bankruptcy Protection
MF Global files for chapter 11 bankruptcy protection according to Bloomberg.
Financials, World. 28 October, 2011, 21:35
StanChart: China, SG, Korea, and HK Most Vulnerable To EU Banks Cutbacks
Standard Chartered thinks that China, Singapore, Korea and Hong Kong would be the most vulnerable to EU ex-UK banks cutback.
China, Financials. 17 October, 2011, 12:23
Hong Kong Banks Exposure To China Is Larger Than The Size Of HK Economy
As China’s monetary tightening forced some companies to borrow from Hong Kong, Hong Kong banks exposure to China is now bigger that Hong Kong Economy.
China, Financials. 13 October, 2011, 3:06
Credit Suisse Is Bearish On Chinese Banks
Credit Suisse believes that Chinese banks’ NPL ratio could reach 8-12% in their base case, which could be as large as the entire banking system equity capital.
China, Financials. 11 October, 2011, 23:26
Central Huijin Buying Chinese Banks Doesn’t Mean Shares Prices Will Not Drop More
Central Huijin’s purchase of Chinese banks is really a useless gesture. Even though banks will be backstopeed in a crisis, shareholders can still suffer.
China, Financials. 10 October, 2011, 18:50
Central Huijin Is Buying Chinese Banks’ Shares
Central Huijin is buying shares of Chinese banks to”supporting the steady operation and development” of these banks and “stabilizing their stock prices”.
Financials, World. 6 October, 2011, 16:26
European Banking Stress Update
Euribor-OIS spread remains elevated, and banks are tapping the ECB’s lending facility more frequently, showing that banks aren’t willing to lend to each other.