Financial Times: China’s shadow finance time-bomb could trigger crisis

Rising middle class would face harsh lesson if WMPs market collapses beyondbrics © AP Share on Twitter (opens new window) Share on Facebook (opens new window) Share on LinkedIn (opens new window) 1 Save YESTERDAY by: Andrew Collier, Orient Capital Research In the past decade, shadow banking has taught China great lessons about capitalism. That […]

Bad Economic Benchmarks in China

Bad Economic Benchmarks in China Why Shadow Flows are a Better Indication of the Economy’s Strength than Official Data Summary A fund manager recently told me he relies on three sets of data to monitor the strength of the Chinese economy: Interbank interest rates. The value of the yuan. The rise or decline of China’s […]

Zheshang Bank (HK 2016) – The Risks of Small Banks in China

Zheshang Bank How Chinese Banks Accelerate Risks We have long maintained that the smaller Chinese banks have the highest risk profiles. This is due to their aggressive expansion of their balance sheets using risky sources of capital, along with their reliance on a much smaller market with less opportunity to spread the risk geographically. Zheshang […]

Radio Hong Kong: Cathay Pacific, Bitcoin, and Shadow Banking

Connie Bolland, founder and chief economist at Economic Research Analysis comments on Bitcoin surging to a new record high and says people’s increasing mistrust of central banks contributes to Bitcoin’s rise. Andrew Collier, managing director of Orient Capital Research says competitive Chinese airlines and banks shrinking travel budget make it difficult for Cathay Pacific to […]

Shadow Banking in China – My New Book on Amazon

“Shadow Banking and the Rise of Capitalism in China.” by Andrew Collier. Palgrave Macmillan, now available on Amazon. My book, Shadow Banking and the Rise of Capitalism in China, has been published by Palgrave Macmillan. It is available on Amazon. “Shadow Banking and the Rise of Capitalism provides a highly accessible and well-informed overview […]

Bloomberg Radio: Trump and Xi Got Credit for Showing Up

April 10, 2017 — 11:11 AM HKT Andrew Kemp Collier, Managing Director, Orient Capital Research joined Juliette Saly and Doug Kirzner to discuss the impact of geopolitical concerns such as the Syrian air strikes and the move of American warships to waters near North Korea. He also spoke on trade ties between the U.S. and […]