Chinese equities – What impact on Europe?
LONDON | July 14, 2015 | UBS | The “Wall of Worry” for the European Equity Bull market has shifted somewhat from Greece to China.
China
What Icelandic business practices can (possibly) tell us about China
LONDON | July 13, 2015 | By Sigrún Davídsdóttir | Many controlling shareholders in China have pledged shares as collateral for bank loans – this was a common practice in Iceland up to the October 2008 banking collapse. Now this practice seems to be causing share trading suspensions in China.
Is it wise for foreign-listed Chinese Internet firms to return home?
BEIJING | July 13, 2015 | By Xie Wen via Caixin | The recent crash makes a relisting in China unappealing, and the signal sent by wanting to depart in first place damages companies’ credibility.
The umpteenth Chinese bubble
BEIJING | July 10, 2015 | By Alberto Lebrón | Can you imagine a country capable of losing, in just three weeks, nearly five times what Greece owes the Troika? Chinese stock markets have lost ten billion yuan. In euros, that is almost one and a half billion, more than Spain’s entire GDP.
How regulators failed China stock market
BEIJING | July 8, 2015 | Caixin | The government was slow to recognize the risks that umbrella trusts created, then acted as if the Shanghai Composite Index should set policy.
The collapse in Chinese equities spilling over into other assets
LONDON | July 8, 2015 | Barclays | Shanghai, Shenzhen, and Hong Kong-listed H-Share indices all fell 3-4%, although the declines likely understate the weakness in sentiment given that trading has been halted in shares comprising c.40% of market capitalisation.
PBOC shows it is concerned about Chinese stock market
BEIJING | July 2, 2015 | By Xu Gao via Caixin | Moves by the Chinese central bank (PBOC) indicate that it is paying close attention to margin trading and the commitment that banks have made to the bourse.
Legal change by State Council would end cap on Chinese banks’ lending
BEIJING | June 27, 2015 | By Wu Hongyuran via Caixin | Loan levels would no longer be limited to three-quarters of deposits if legislature approves amendment approved by cabinet.
The Chinese labor market: Retooled by consumption pattern
BEIJING | June 23, 2015 | By Ye Xiang via Caixin | The country may be facing the end of cheap labor, but these changes are being driven by a more fundamental shift in the economic model rather than family planning policies.
Debt now a key risk in the emerging world
HONG KONG | June 18, 2015 | By Alicia García-Herrero via Caixin | Brazil’s economy is burdened by debt and China is leveraging at an unsustainable level, situations that could be exacerbated by Fed tightening.