Smart Calls with Smartkarma continues: Chinese Banks – Undervalued and Overlooked?
Trading at crisis-level valuations. Backed by 6–7% yields. Largely ignored by the market.
Are investors missing the turn?
In this conversation, Pranav Rao speaks with Insight Provider Rikki Malik to unpack:
• Signs of stabilisation in China’s property market
• NIM compression bottoming out after recent policy action
• Underappreciated tailwinds from Hukou reform and state support
• Dividend sustainability and recapitalisation realities
• Top picks across SOEs and joint-stock banks
• Remaining risks and how they’re being managed
With fundamentals improving and policy alignment taking shape, the sector may warrant a closer look.
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Rikki Malik - http://on.skr.ma/4lIAey1
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