财新传媒 财新传媒

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Let's face it: the hottest sector in China this year is subprime credit. At least 10 top lenders will each make over US$200m in net profit this year alone. A total of 14 top players are waiting in the wings to go public in the US and Hong Kong.
 
It is a chaotic scene. It has significant political and business implications.
 
A nervous participant in the sector, I just wrote a new book to analyse it: the major players, their weaknesses, and their outlook.
 
It is available at Google Play.  
 
https://play.google.com/store/books/details?id=yHI5DwAAQBAJ
 
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香港慢牛投资公司董事长。瑞士银行11年 (研究主管/投行副主管)。86-89年任职人行总行。五年(2001-05)"机构投资者"杂志评选的中国分析师第一名。

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