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China Confidential - Premium Investment Insight

Macro

Trusts going bust?

Real estate developers that rely on trusts for funds appear to be financially stressed. In the event of a full-blown crisis, the brunt of the losses will be borne mainly by the trust companies.

22 October 2013

Hong Kong IPOs: Alibaba out, mainland banks in

The volume of money raised via initial public offerings (IPOs) in Hong Kong has been falling since 2010. 

10 October 2013

Hitting new heights: CNH deposits in Hong Kong

Offshore renminbi (CNH) deposits in Hong Kong rose to record high levels during August. This is partly the result of easier liquidity conditions in the mainland. It may well also be due to the People’s Bank of China’s new policy, which seeks strength, or at least stability, in renminbi vis-à-vis the US dollar.

01 October 2013

Sharing the pain: the banks and the SOEs

During 1H13, the net interest income (NII) of China’s banks stagnated. Research by China Confidential has found that this was due to a reduction in interest rates applied to loans made to state-owned enterprises (SOEs). The banks’ generosity has supported the financial performance of the SOEs this year and has boosted the resilience of China’s economy.

23 September 2013

China’s banks: seeking capital in Hong Kong

A sharp increase in write-offs and sales of non-performing loans (NPLs), and strong growth in overdue loans, suggest that asset quality at Chinese banks is a lot worse than official NPL figures imply. The banks need stronger capital bases. This is partly because of the introduction of the Basel III rules and partly because of the banks’ need to grow their businesses in a competitive market place. As a result, a growing number of Chinese banks are looking to raise capital via the Hong Kong stock exchange.

17 September 2013
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CHINA CONFIDENTIAL

An integrated research service from the Financial Times that provides premium, exclusive analysis and predictions on China investment themes.

Using a dedicated FT team of specialists in China and the UK, it taps Chinese sources from the grassroots to the political elite to forecast key trends and issues. It conducts proprietary research to supply its own insights into industry trends and consumer sentiment. By filtering the work of the best Chinese analysts and academics, it keeps you current on key debates as they unfold inside mainland China. Its broad aim is to help the professional investor navigate through the Chinese investment landscape.

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