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Asia MacroAsia - Macro - Macroneconomic news

Bank Capital: Asian loan provisions — a wild ride

AM review 2014

Loan losses are a fact of life. How banks prepare for them is crucial to their well-being and that of their shareholders, but there are wild differences in provisioning across Asia. Daniel Tabbush, former head of Asian bank research at CLSA and now an independent analyst, thinks that the north is worse placed than the southeast — and with its exposure to Chinese loans, it cannot afford to be.

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