China Commercial Banking Report Q3 2009

Table of Contents

Executive Summary — 5
Table: Latest Actual Data (CNYbn) — 5
Table: Latest Actual Data (US$bn) — 5
Table: Latest Key Indicators At March 2009 — 5
Table: Annual Growth Rate Projections, 2009-2013 (%) — 6
Table: Ranking Out Of 59 Countries Reviewed In 2009 — 6
Table: Projected Levels, 2008-2013 (CNYbn) — 6
Table: Projected Levels (US$bn) — 6
Overview of China’s Commercial Banking Sector — 7
SWOT Analysis — 8
China Commercial Banking SWOT — 8
China Political SWOT — 9
China Economic SWOT — 10
China Business Environment SWOT — 11
Commercial Banking Business Environment Rating — 12
Table: Commercial Banking Business Environment Ratings — 12
Commercial Banking Business Environment Rating Methodology — 16
Table: Asia Pacific Commercial Banking Business Environment Ratings — 17
Global Banking Sector Outlook — 18
Table: Client Loans, 2007-2013 (% Change y-o-y) — 18
Table: Loan-Deposit Ratio, 2007-2013 — 20
Regional Outlook — 22
Asia Banking Overview — 22
Table: Comparisons Of Loan/Deposit, Loan/Asset And Loan/GDP Ratios, 2009 — 24
Table: Anticipated Developments in 2009 — 25
Table: Comparisons Of Total Assets, Client Loans And Client Deposits (US$bn) — 26
Table: Comparisons Of Per Capita Deposits, Late 2008 (US$) — 27
Table: Interbank Rates And Bond Yields — 28
Commercial Banking Sector Outlook — 29
Macroeconomic Activity — 31
Table: China – Economic Activity — 33
Monetary Policy — 34
Table: China – Monetary Policy — 36
Exchange Rate Policy — 37
Table: China – Exchange Rate Policy — 38
Fiscal Policy — 39
Table: China – Fiscal Policy — 40
Property Sector Outlook — 41
Regional Policy — 42
Market Structure — 45
Protagonists — 45
Table: Protagonists In China’s Commercial Banking Sector — 45
Definition of The Commercial Banking Universe — 46
List of Banks — 46
Table: Policy Banks and ‘Big Four’ State-Owned Commercial Banks — 46
Table: Joint Stock Commercial Banks, City Commercial Banks And Rural Commercial Banks — 46
Table: Locally Registered Foreign Banks — 47
Company Profiles — 48
China Development Bank — 48
Table: Key Statistics For China Development Bank (CNYmn) — 49
Export-Import Bank of China — 50
Table: Key Statistics For Export-Import Bank of China (CNYmn) — 50
Agricultural Development Bank of China — 51
Table: Key Statistics For Agricultural Development Bank of China (CNYmn) — 51
ICBC — 52
Agricultural Bank of China — 53
Table: Key Statistics For Agricultural Bank of China (CNYmn) — 54
Bank of China — 55
Table: Key Statistics For Bank of China (CNYmn) — 55
China Construction Bank — 56
Table: Key Statistics For China Construction Bank (CNYmn) — 56
Methodology — 57
Basis Of Projections — 58
Commercial Bank Business Environment Rating — 58
Table: Commercial Banking Business Environment Indicators And Rationale — 60
Table: Weighting Of Indicators — 61