Recent Posts

China Mobile Investors Still In Denial

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China Mobile’s most reliable pattern is a disappointing disconnect between the fundamentals and the stock price. CHL overreacts on bad news and will likely see its gap close. The dividend is the only reliable income…

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China's top four banks slim down

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For the first time in six years, China’s four largest banks saw their collective headcount drop in 2016. Lenders also cut costs. Industrial & Commercial Bank of China Ltd, China Construction Bank Corp, Agricultural Bank…

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China's Banks Are Still in Trouble

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Agricultural Bank of China Ltd. reported disposing of 73 billion yuan in loans this way. That’s an extremely troubling trend, as banks appear to be obscuring rather than resolving their debt problems. And even so,…

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