- Bank of China (Anthony)
- Industrial and Commercial Bank of China (Ian)
- China Construction Bank (Matthias)
1. What has the Chinese financial industry performed in the past five years, and what is the outlook for the next five?
2. How have each of these banks performed over the past five years? Is there evidence of a durable competitive advantage in their respective industries?
3. What is the risk profile of these companies? In particular, gearing, Tier I Capital ratio etc.
To convene on 25 August 2010, Wednesday 2pm to discuss these issues.
