Big Chinese Banks See Cloudy Asset Quality Outlook

The video discusses the earnings season kickoff by Ag Bank, focusing on Chinese banks' asset quality and non-performing loans (NPLs). It highlights the worsening NPL situation despite some stabilization signs. The video also covers loan growth challenges due to recent property market changes and lower monetary targets. Finally, it examines the categorization of bad loans, suggesting that actual figures might be higher than reported due to differing recognition standards.

What are the implications of the property market issues on loan growth for Chinese lenders?

What recent changes have been made by banks regarding bad loan recognition standards?