Experts
Alex Zhou
Credit Research Analyst
Mr. Zhou is a vice president and credit research analyst in the Hong Kong office. Prior to joining PIMCO in 2021, Mr. Zhou worked as an equity research analyst at UBS, Credit Suisse, and Barclays, covering China and Hong Kong financials with a focus on banks. Prior to that, he was a management consultant at KPMG. He has nine years of investment experience and holds a master’s degree from the University of Birmingham. He received an undergraduate degree from the University of International Business and Economics.
Latest Insights
Blog
08 August 2022
Our stress tests show the Chinese banking sector as a whole can absorb shocks from a severe downside scenario, but mid-sized banks and contagion pose potential risks.
Blog
17 June 2022
Following strong double-digit profit growth in FY2021, we expect Chinese banks will be less profitable this year as COVID-19 lockdowns continue to disrupt China’s economy.