Bokkie, he's unlikely to reveal a source unless it is in the public domain. And it is, but not yet in the press, so go and goggle it yourself.
If it was not, do you think anyone would risk an insider trading rap?
At the source of the "government" loan problem is the 4-5 year snap back, which in most financial scenarios will be critically bad for CX. (Pprune passim). To replace it with new loans sounds a smart move just after HSBC has pumped your shares with a positive outlook.