Charlene Chu’s ‘Best-Case’ Scenario for China’s Banks Is Scary

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Speaking at a Heard on the Street event in Hong Kong on Wednesday, China banks expert Charlene Chu of Autonomous Research was asked what she thinks the true nonperforming loan ratio is for the banking system. The official 1.5% rate is implausibly low. Even bullish bank investors figure it might be as high as 10%.

Also see Charlene Chu Is Back And Says Its Mathematically Impossible For China To Grow Its Way Out Of Debt

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Seth Klarman’s 2021 Letter: Baupost’s “Never-Ending” Hunt For Information

Baupost's investment process involves "never-ending" gleaning of facts to help support investment ideas Seth Klarman writes in his end-of-year letter to investors. In the letter, a copy of which ValueWalk has been able to review, the value investor describes the Baupost Group's process to identify ideas and answer the most critical questions about its potential Read More

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