Filters:

Filters: Reset All

Filters

Tags

Reset

Close
Category

Reset

Economic and Market Commentary

Investment Strategies

Viewpoints

Blog

Financial Institutions

Education

Close
Order By

Reset

Alphabetical

Most Recent

Close

Download ({{cCtrl.itemsToDownload.length}})

Empty

() filters applied

Insights Finder

Filter By:

Section

Economic and Market Commentary
Investment Strategies
Viewpoints
Blog
Financial Institutions
Understanding Investing

Order By

Alphabetical
Most Recent

Section : Date : Experts :

Reset All

Local Government Financing Vehicles: A Growing Risk for China’s Economy?

Viewpoints

Local Government Financing Vehicles: A Growing Risk for China’s Economy?

We believe idiosyncratic credit events may occur over the next 12 months, but systemic bank risk is remote.

China’s Mortgage Boycott: Could Property Sector Cracks Lead to Systemic Risk?

Blog

China’s Mortgage Boycott: Could Property Sector Cracks Lead to Systemic Risk?

Our stress tests show the Chinese banking sector as a whole can absorb shocks from a severe downside scenario, but mid-sized banks and contagion pose potential risks.

Chinese Financials Feeling the Squeeze Amid Sluggish Credit Demand

Blog

Chinese Financials Feeling the Squeeze Amid Sluggish Credit Demand

Following strong double-digit profit growth in FY2021, we expect Chinese banks will be less profitable this year as COVID-19 lockdowns continue to disrupt China’s economy.

China’s Property Sector Slump: Is Recovery on the Horizon?

Blog

China’s Property Sector Slump: Is Recovery on the Horizon?

In the absence of immediate and substantive policy easing at the national level, we believe that the sector could pose a serious risk to the government’s GDP growth target in 2022.

Idiosyncratic Risk in China Real Estate: What Does it Mean for the Property Market and Banks?

Blog

Idiosyncratic Risk in China Real Estate: What Does it Mean for the Property Market and Banks?

We do not expect widespread contagion across China’s real estate or banking sectors despite the challenging outlook.

Annisa Lee

Head of Credit Research, Asia Pacific

Ms. Lee is an executive vice president in the Singapore office and head of Asia-Pacific credit research. Prior to joining PIMCO in 2019, she spent 15 years with Lehman Brothers and (following its acquisition) Nomura as a sell-side analyst, most recently as the team head of Asia ex Japan flow credit analysis. Earlier in her career, she worked at Bank of East Asia, Chase Manhattan Bank, and ING Bank in various credit research functions. She has 27 years of investment experience and holds an MBA from the Chinese University of Hong Kong (CUHK). She received an undergraduate degree from the University of Hong Kong (HKU).

My Content

You are sharing {{shareFilterList.length}} item:

You are sharing {{shareFilterList.length}} items:

Filters

Topic/Tag

Tags

Category

Category

Order By

Order By

Insights Finder

Local Government Financing Vehicles: A Growing Risk for China’s Economy?

Local Government Financing Vehicles: A Growing Risk for China’s Economy?

China’s Mortgage Boycott: Could Property Sector Cracks Lead to Systemic Risk?

China’s Mortgage Boycott: Could Property Sector Cracks Lead to Systemic Risk?

Chinese Financials Feeling the Squeeze Amid Sluggish Credit Demand

Chinese Financials Feeling the Squeeze Amid Sluggish Credit Demand

China’s Property Sector Slump: Is Recovery on the Horizon?

China’s Property Sector Slump: Is Recovery on the Horizon?

Idiosyncratic Risk in China Real Estate: What Does it Mean for the Property Market and Banks?

Idiosyncratic Risk in China Real Estate: What Does it Mean for the Property Market and Banks?

Annisa Lee

Subscribe