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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 11 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.
Economic and Market Commentary

Local Government Financing Vehicles: A Growing Risk for China’s Economy?

01/09/2023

We believe idiosyncratic credit events may occur over the next 12 months, but systemic bank risk is remote.

Alex Zhou,  Annisa Lee
Economic and Market Commentary

China’s Mortgage Boycott: Could Property Sector Cracks Lead to Systemic Risk?

08/08/2022

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.

Alex Zhou,  Annisa Lee
Economic and Market Commentary

Chinese Financials Feeling the Squeeze Amid Sluggish Credit Demand

17/06/2022

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.

Alex Zhou,  Annisa Lee

PIMCO Denmark

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