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TMFMmbop (34.42)

China's Banking Crisis...Solved!: A Bibliography

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May 20, 2010 – Comments (0) | RELATED TICKERS: CHL

I hope folks read and enjoy today's Global View column. If you're interested in wading through some of the source materials, you can find the links below:

* This BIS Report on Chinese bank lending in 2009.
* China Daily's update on the resurgence in Chinese lending.
* China Mobile's circular detailing the rationale behind the SPDB acquisition and the bank's numbers (link opens a rather lengthy PDF).
* Michael Pettis tries to decide Who Will Pay for China's Bad Loans?

All recommended reading as you try to avert your long-term oriented eyes from today's market carnage.

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