We have examined the earnings, NPLs, credit growth, and NIMs. Main findings are: Chinese bank earnings for the big banks will come in this week and we know what they will be, This wildfire of negativity could spark a rally from severely depressed levels. I have never seen sentiment worse on Chinese financials. In the US, the numbers for the banks are the best globally. NPLS have dropped by 40% and are now a real [...]
Paul Schulte has had a career in equity research which spans 22 years on both the buy and sell sides covering the Asian and emerging markets. He also has 5 years of government policy experience in emerging markets. He has been frequently ranked in top-five…read more
Philosophy
The Schulte Research Report focuses on banks, bank credit, liquidity & corporate solvency. Bank credit drives economics, not the…read more