★ Daily Intelligence Briefings (DIBs)FinancePolitics & Policy Chinese Banks Chalk up More Bad Loans as New Sanctions Loom Over Financial Sector NPL ratios across China’s financial system have continued an unrelenting rise through 2020 and are set to head even higher…McAlinden Research PartnersJuly 14, 2020
★ Daily Intelligence Briefings (DIBs)Economics & TradeFinance Chinese Banks Rack up More Bad Loans Amid COVID Crash Non-performing loans at many mid-tier Chinese banks continue to rise in 2020. The deterioration of loan books across the country’s…McAlinden Research PartnersMay 6, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme Tracker US Banking 2020: Stronger Consumers, Technology, and Declining European Competition US banks closed out a relatively neutral 2019 with some strong fourth quarter results. Consumer borrowing and a rebound in…McAlinden Research PartnersJanuary 29, 2020
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinance Long US Banks is MRP’s New Theme At first it was just the smaller Fintechs. Now, Big Tech wants in as well. Facebook, Apple, Amazon, Uber and…McAlinden Research PartnersNovember 14, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinanceMonetary Policy Chinese Financial Failures Become a “Fact of Life” as Regional Banks Fade The outlook for China’s regional banks appears to have worsened in the months since the Baoshang Bank bailout, the first…McAlinden Research PartnersOctober 15, 2019
★ Daily Intelligence Briefings (DIBs)⦁ Theme TrackerFinance Banks are Outperforming Fintechs for the First Time in Years Fintechs have had a great run this decade years, outperforming traditional bank stocks. Now the lines are blurring as fintechs…McAlinden Research PartnersSeptember 16, 2019