The Great Debate UK

from The Great Debate:

China’s banks, running hard to stand still

August 14, 2009

wei-gu.jpg-- Wei Gu is a Reuters columnist. The opinions expressed are her own --

Chinese banks are like enthusiastic runners on an accelerating treadmill. The weakening economy means poor lending decisions are threatening to catch up with them, but the banks are sprinting ahead by expanding their loan books ever faster. They cannot keep this up for ever.

from The Great Debate:

Buttress bank tangible common equity

April 30, 2009

James Saft Great Debate -- James Saft is a Reuters columnist. The opinions expressed are his own --

Whatever the results of the stress test are, increasing levels of tangible common equity (TCE) should be at the heart of the response. That implies painful and dilutive capital raisings to come, and not just for the banks being tested.