瑞信-监管收紧对中国经济和银行业的影 响.pdfVIP

1 March 2018 Asia Pacific/China Equity Research Banks China Economics/Banks Research Analysts CONNECTIONS SERIES Vincent Chan 852 2101 6568 vincent.chan@ Regulatory overhaul turns into unintended Weishen Deng tightening? Impact on economy and banks 852 2101 7162 weishen.deng@ Sanjay Jain Figure 1: If some of the off-B/S credit and on-B/S NSCAs were to 65 6306 0668 come on the loan book, it could trigger a capital call for a few JSBs sanjay.jain@ 15.0 12.9 12.8 12.7 Current CET1 (%) Adjusted CET1 (%) Rikin Shah 12.5 12.5 11.2 65 6212 3098 11.0 10.6 10.8 10.9 10.5