Special Report
Stress-Testing Chinese Banks
Chinese banks have been writing off impaired loans, and the pace has quickened sharply in recent years. This has been largely ignored by investors. Under a rather extreme scenario, Chinese commercial banks' NPL ratio could reach 14%, which could lead to a 30% hit to banks' net equity base. Chinese banks H shares have already priced in this scenario.
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BCA Research | China Investment Strategy
Evaluates both the cyclical trends and structural developments of China's economy, offering investment recommendations for China and the Greater China Region.
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