Chinese Banks: Undervalued and Overlooked?

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 managedWith fundamentals improving and policy alignment taking shape, the sector may warrant a closer look.Like what you heard? Share this episode and follow us for more Smart Calls.Rikki Malik - http://on.skr.ma/4lIAey1This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.