Nisha Gopalan, Columnist

China Bank Investors Should Think Big

Without a large branch network to attract deposits, small lenders may have to sell shares to raise funds.
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There is some good news for Chinese bank investors if first-quarter earnings are anything to go by: Soured debt is falling.

But bad news is never far from the surface for lenders in Asia's largest economy, and this time it's taking the form of potential share sales.