Net profit at Chinese commercial banks remained near flat in the fourth quarter of 2017 as net interest margin, a key profitability metric, was still compressed, China Banking Regulatory Commission data shows.
The Chinese M&A and private placement market has seen strong growth over the past decade. In 2017 the total number of completed transactions for targets based in China was up 48% on 2007.
S&P Global Market Intelligence research shows smart money signals based on a granular understanding of institutional ownership can enhance the performance of long-only and long-short strategies.
The region's key capital markets have shown impressive expansion since the 2007 crisis. While threats remain, they are outweighed by a range of opportunities, S&P Global Market Intelligence experts say.
For investors looking to unlock the potential of equity investment in the world’s second largest economy, understanding market nuances will become increasingly important. So too will the analysis of how economic regimes will create timing opportunities for investors.
The recent announcement by MSCI of its intention to include Chinese ‘A’-shares in its Emerging Markets Index marks another milestone in the progressive liberalisation of China’s capital market.
Tighter controls on capital outflows and scrutiny from other Chinese regulators mean tighter constraints on overseas expansion, experts tell S&P Global Market Intelligence.
The rise in property lending at Chinese banks is expected to continue despite government attempts to curb the trend, analysts tell S&P Global Market Intelligence.
More consolidiation could be on the way as life insurers cut M&A deals in a bid to compete with the dominant, state-owned player, say experts at S&P Global Market Intelligence.
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