The Banking and Strategy Initiative

Chillin' out till it needs to be funded

Tag Archives: PBOC

China wins again! CCB, AgBank chiefs to replace regulators

As Liu Mingkang and Wu Dingfu of the Banking and insurance regulators cross the age of 65, CCB and AgBank chiefs stepped down this Saturday morning to take up the … Continue reading

October 29, 2011 · 1 Comment

China wins again! ICBC stamps its leadership on the kingdom

ICBC’s third quarter fee revenues were 33% or Yn 6 bln higher than pretender AgBank with Net Profits a  50% higher at Yn 54 bln. With NPLs a low 0.91% … Continue reading

October 28, 2011

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

The China inflation ticks up | Advantage China

China has become a nation of statistics. There are of course the usual connotations very popular in literature when the word Statistics is mentioned in context, but we’ll treat the … Continue reading

June 14, 2011 · 3 Comments

Emerging Markets should continue raising interest rates | Advantage Economics

Firstly, those shorting US treasuries may just get wrong footed by mere topping up of QE2 balances whenever need arises by Bernanke’s fed. Secondly, eerging Markets are going to dip … Continue reading

May 12, 2011 · 4 Comments

Japan's tragedy kicks up the yen | Advantage Economics

In the most bizarre of global trade fulcrums, resting on a export led Japanese economy, the almost-nuclear tragedy post Tsunami has apparently caused a rise in the yen based on … Continue reading

March 21, 2011 · 1 Comment

The China puzzle is an easy one | Advantage zyaada

The grave concerns holding the world to ransom and precipitating large action on minor inflections in Ireland and Korea ppossibly would be  a result of the growth economists in awe … Continue reading

November 23, 2010 · 2 Comments