The Banking and Strategy Initiative

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Tag Archives: Bank of China

China’s stimulus for Big Banks (may be counter productive)| Insight China

After a RMB 800B new credit by the big 4 in May or $126 Bln China’s intentions behind creating space on China’s Big Four Balance sheets with a securitization program … Continue reading

June 18, 2012

It’s the friendly neighbourhood Chinese store | Banking Insight

Fed approvals came though for ICBC’s acquisiton of Bank of East Asia’a 80% ownership interest with 13 branches in new York and California as well as a Chicago branch for … Continue reading

May 10, 2012

China’s Banks pull in claws!: Could #5 BoCOM beat #4 Bank of China (2011 results reports)

Despite a almost 30% improvement, Bank of China is stilll the worst of the big Four banks in NPLs with 1.8% as its ratio of NPLs five times that of … Continue reading

March 31, 2012

China’s Banks 2012 lending targets | China Review & Insight

When early last month, China banks reported a 25% Y/Y slowdown to CnY 750 bln or $125 bln it was now so slow if including the Year of the Dragon … Continue reading

March 3, 2012

China in Brazil: Moving beyond resources: CCB makes a purchase in Brazil

A gameplan for resource based Economies After China completed the purchase of Standard Bank in LatAm(ICBC pending shareholder approval), we indicated a hope that this was in response to oversaturated … Continue reading

December 4, 2011 · 8 Comments

China wins again! : AgBank, BoC vie for $30 bln profits between themselves

Even as analysts priced in the expected 12% default rate (NPLs), AgBank and BoC were the first to report results till September after reporting good first 2 quarters. Next in … Continue reading

October 27, 2011 · 4 Comments

China's redistributed trade surplus

Since the crisis caught everyone’s fancy in 2008, when Chinese GDP growth also dipped to a significant low, China has been played up as the market maker in almost all … Continue reading

September 12, 2011 · 1 Comment

China's big banks are not reason for a downgrade | Advantage China

The Macroeconomic certification for China An above 6% inflation rate continued in August, with Services PMI scraping the neutral line at 50.6 in the HSBC MarkIt survey while the overall … Continue reading

September 8, 2011

Temasek buys back CCB stake | China's banks balance Capital requirements

Our analysis on the Big 4 from China will follow later this week as China’s banks stamp the quarter with extraordinary profitability even as china gets ready to bring its … Continue reading

September 7, 2011 · 1 Comment

Temasek exits China's banking sector | Advantage zyaada

In an apparent bid to reduce its excessive exposure to Financial institutions, Temasek committed early trades worth $3.6 bln in Hongkong to exit $2.4 bln worth of its stake in … Continue reading

July 6, 2011 · 2 Comments