Jump to content

HSBC : China crisis?


pap
 Share

Recommended Posts

According to numerous reports, China and specifically HSBC, may be in real trouble.

 

Beeb report indicating that HSBC have halted large cash transfers.

 

http://www.bbc.co.uk/news/business-25861717

 

This is pretty unnerving in and of itself. HSBC demanding reasons for any cash withdrawal of more than £4K, judging from the anecdotal reports in the article. I found a further piece of well-linked analysis which suggests that HSBC is undergoing a major liquidity crisis amidst rumblings that they've severely overstated their cash position.

 

http://iacknowledge.net/a-closer-look-at-china-and-hsbc-are-they-running-out-of-cash/

 

Financial types; is this legit? Heard any rumblings about HSBC?

 

Is another big bailout on the horizon?

Link to comment
Share on other sites

According to numerous reports, China and specifically HSBC, may be in real trouble.

 

Beeb report indicating that HSBC have halted large cash transfers.

 

http://www.bbc.co.uk/news/business-25861717

 

This is pretty unnerving in and of itself. HSBC demanding reasons for any cash withdrawal of more than £4K, judging from the anecdotal reports in the article. I found a further piece of well-linked analysis which suggests that HSBC is undergoing a major liquidity crisis amidst rumblings that they've severely overstated their cash position.

 

http://iacknowledge.net/a-closer-look-at-china-and-hsbc-are-they-running-out-of-cash/

 

Financial types; is this legit? Heard any rumblings about HSBC?

 

Is another big bailout on the horizon?

 

There is nothing about China in this article and it looks like HSBC are merely covering their backs with regards to dirty money laundering and illegal activity with regards to large sum withdrawals, maybe OTT though.

 

China is running a huge surplus and still has 7% growth. Expected to be largest world exonomy by 2020.

Link to comment
Share on other sites

There is nothing about China in this article and it looks like HSBC are merely covering their backs with regards to dirty money laundering and illegal activity with regards to large sum withdrawals, maybe OTT though.

 

China is running a huge surplus and still has 7% growth. Expected to be largest world exonomy by 2020.

 

The second article is more about the China angle.

Link to comment
Share on other sites

According to numerous reports, China and specifically HSBC, may be in real trouble.

 

Beeb report indicating that HSBC have halted large cash transfers.

 

http://www.bbc.co.uk/news/business-25861717

 

This is pretty unnerving in and of itself. HSBC demanding reasons for any cash withdrawal of more than £4K, judging from the anecdotal reports in the article. I found a further piece of well-linked analysis which suggests that HSBC is undergoing a major liquidity crisis amidst rumblings that they've severely overstated their cash position.

 

http://iacknowledge.net/a-closer-look-at-china-and-hsbc-are-they-running-out-of-cash/

 

Financial types; is this legit? Heard any rumblings about HSBC?

 

Is another big bailout on the horizon?

 

 

Wasn't the Chinese Central Bank pumping up liquidity to banks recently because of their new year holidays or something. Said banks expected major cash demands at this term of year.

Link to comment
Share on other sites

Two different and separate issues being conflated imo. The HSBC withdrawal block thing was just local branch managers sometimes interpreting guidance too strictly. There's a NYb Times report of HSBC's response here.

http://dealbook.nytimes.com/2014/01/26/hsbc-apologizes-after-cash-withdrawal-issue-in-britain/?_php=true&_type=blogs&_r=0

 

 

HSBC doesn't have any systemic problems, the problem is with China itself. The have had massive economic growth - but thats on the back of uneconomic cheap loans going to stupid business ideas which don't make any money. There is a real risk of the country going pop like the Irish Celtic tiger - but on a much much bigger scale

http://www.cityam.com/article/hsbc-meets-basel-capital-target-early

Link to comment
Share on other sites

Wonder what would happen to my credit card with them if they went tits up!? Only have a couple of £K's on it but would be nice if i didnt have to pay it back :)

 

Your debt would be sold on to someone else as part of the fire sale.

Link to comment
Share on other sites

There is nothing about China in this article and it looks like HSBC are merely covering their backs with regards to dirty money laundering and illegal activity with regards to large sum withdrawals, maybe OTT though.

 

China is running a huge surplus and still has 7% growth. Expected to be largest world exonomy by 2020.

 

China's economy is a f**king mess.

Link to comment
Share on other sites

Like Buctootim said, it's a new set of guidelines that were implemented that were taken too literally by branch staff. I work for a rival bank to HSBC, and if their branch staff are as thick as ours then I can see why this whole thing happened. It's a bit of a storm in a teacup though - branch have discretion and can choose to refuse anybody if they want to.

Link to comment
Share on other sites

LOL pap, this is a non story from start to finish

 

Blimey Gemmel, is this what you do with your time these days? Personally, I'd have thought that the question mark at the end of the thread title and my call to financial experts to weigh in were indications of my uncertainty on the issue. I can appreciate that you may have arrived at a different interpretation. Please tell me you didn't actually laugh out loud. The alternative; a meaningless placeholder thrown down by someone with nothing else to say, is so much more appealing.

Link to comment
Share on other sites

HSBC doesn't have any systemic problems, the problem is with China itself. The have had massive economic growth - but thats on the back of uneconomic cheap loans going to stupid business ideas which don't make any money. There is a real risk of the country going pop like the Irish Celtic tiger - but on a much much bigger scale

 

They owe a trillion to foreign lenders, according to Forbes and a bit of extrapolation.

 

http://www.forbes.com/sites/kenrapoza/2013/06/29/china-foreign-debt-approaches-1-trillion/

 

Been reading some AJP Taylor. When discussing the Japanese, he talked of how they'd very quickly assimilated European culture, military tradition and technology without ever having the historic application of its values.

 

Similar thing happening here with the Chinese and business?

Edited by pap
Link to comment
Share on other sites

They owe a trillion to foreign lenders, according to Forbes and a bit of extrapolation.

 

http://www.forbes.com/sites/kenrapoza/2013/06/29/china-foreign-debt-approaches-1-trillion/

 

Been reading some AJP Taylor. When discussing the Japanese, he talked of how they'd very quickly assimilated European culture, military tradition and technology without ever having the historic application of its values.

 

Similar thing happening here with the Chinese and business?

 

That Forbes article is interesting. A colleague of mine is an economist who works on the embedded value of natural resources. A couple of years ago he researched the amount of fish caught globally and its dockside value (ie before processing and retailing). Every country in the world showed catches peaking in the late 1980s and declining steadily thereafter, despite increasing fishing effort. Every country in the world apart from China, whose catches continue to show an unbelievably straight line linear increase year after year. After lots of analysis, monitoring of fish markets and some digging around the only explanation he could come up with was that Chinese civil servants make the numbers up. China still has a strong central planning model - the government sets targets and goals and the civil servants are expected to deliver on those goals or face dismissal - so they do. I have no idea if that can be extrapolated more widely to other official economic data - but it wouldn't take a big leap to imagine it.

Edited by buctootim
Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
 Share

×
×
  • Create New...