Posts Tagged Banking
File not found. European debt and banking crisis, and the existential crisis of Euro
The sovereign debt crisis will hurt banks as banks are exposed to sovereign, and the crisis reveals flaws of a monetary union without political union.
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.
Peripheral Europe CDS Update
The credit default swap market is now pricing in a 98% chance of default by Greece, while French banks’ funding has been cut off by US money market funds.
Interest Rates For Underground Credit In Wenzhou Surge
Underground credit surges to record in Wenzhou, and the interest rates on the borrowing surged to a record 24.4% per annum.
China, Financials. 21 August, 2011, 13:19
Chinese Banks: It’s Just Like Old Times
After the financial crisis, the reform in the Chinese banking system is absolutely going nowhere. Now, it’s just like old times.
Bad Loans Surge In Chinese Underground Banking System
Non-performing loans in the underground banking system surge recently, and the HSBC flash estimate of manufacturing falls into contraction territory.
China, Financials. 18 July, 2011, 14:39
China Banks: Let Shares Prices Speak For Themselves
Chinese banking shares in Shanghai have been doing rather badly in the past 3 years, so badly that you would prefer to hold JPMorgan.
China, Financials. 8 June, 2011, 16:31
China’s Banking Regulator Moves To Ease Credit To Small Businesses
The China Banking Regulatory Commission moves to ease the credit situation for the small- and medium-sized businesses in China.
China: When Banks Stop Lending, Go To A Pawnshop
As China continues to tighten its monetary policy and credit, banks’ lending growth is slowed. Amid all these, there’s one unlikely winner, for now.
China, Real Estate. 21 April, 2011, 12:24
China Real Estate: Details Of New Round Of Stress Test
Some details on the stress test on the property-related loans emerged, with some reasonable and unreasonable scenarios.
China, Financials. 14 April, 2011, 17:18
BarCap: Liquidity Squeeze in Hong Kong Banking Sector
BarCap banking team is joining their real estate team in making some bearish calls because of liquidity squeeze in Hong Kong.
China, Financials. 3 April, 2011, 11:56
Hong Kong Banks: Three Updates
There are three interesting recent developments in Hong Kong banking sector, which are somewhat related to China as well.
China Economy: Overshooting loan target and surging Forex reserve
China loan growth was too fast, and forex reserve was expanding too quickly. All this points to high money supply growth, which creates inflation.
China, Financials. 21 December, 2010, 11:39
China Banks: raising risk-weighting for local government debts
China asks banks to increase the risk-weighting for loans to local governments. We knew very well, of course, that local governments have no money.
What is Gordon Brown talking about?
Gordon Brown might not be as bad a thinker as a British Prime Minister, but his plan just does not sound right. It was just too simplistic and optimistic.
Economy. 22 November, 2010, 22:15
Why Bank Runs are Deadly?
So by bailing out of banks after a slow-motion bank run, the Irish government has to be bailed out now. How could that happen?
Real Estate, World. 23 October, 2010, 16:16
Five reasons why real estate bubble is so lethal
Here are five reasons why real estate bubble always posts huge threat to the economy.
The Biggest Risk in Global Economy (part 3)
The outlook for the real estate market of China looks bad. If the real estate bubble bursts, it will have serious consequence.