In this episode of China Money Podcast, guest Michael Werner discusses Chinese banking stocks, their exposure to local governments and the property sector, and whether Chinese banks will see their non-performing loan ratios skyrocket. Q: First, let’s look at Chinese banking stocks. In terms of valuation, are they attractive? A: I still think the banks […]

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In this episode of China Money Podcast, guest Michael Werner discusses Chinese banks' stocks; banks' exposure to local governments and the property sector; and whether Chinese banks will see their non-performing loan ratios skyrocket. – There are still upsides for the Chinese banking stocks as they trade well below past levels – Chinese banks' exposure […]

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