Infrastructure Asset-Backed Securities: New Asset Class for AsiaThis is the first in a series of reports on Infrastructure Asset-Backed Securities (IABS) in Asia Pacific. The purpose of this report is...
Shrinking negative yield bond pile: good newsThe pile of negative yield bonds in global markets is shrinking fast, triggering debate if this means the economic outlook is turning...
Chinese home builders ‘hunger’ for offshore bond markets after land spending binge prompts governmenMainland property firms have issued more debt in the first 10 days of July than in whole of June More home builders are expected to head...
Chinese Billionaire Who Modeled Himself On Warren Buffett Is Back To Chasing Mega Deals OverseasA government crackdown on “irrational” overseas acquisitions forced China’s most aggressive dealmakers to shed some of their trophy...
Bangladesh - Political Stability Improves Credit OutlookWe initiate our coverage on Bangladesh with a STABLE credit outlook for the country. Prime Minister Sheikh Hasina has been re-elected in...
Asian Frontier Monitor: One Belt New Road - Here Comes AmericaIn our third report in the Belt and Road Initiative (BRI) or One Belt One Road (OBOR) series, we examine a brand-new US strategic...
Asian Credit Monitor: 2019 Portfolio Strategy, US Rate Trajectory, China Reform PauseIf we had to make a base observation for Asia credit markets over 2018, it was certainly caught “wrong-footed” like most of its other...
India: New Governor, New HopeShaktikanta Das has been appointed as the new governor of India’s central bank. The new appointment comes as a major boost to the economy...
Brayan Lai on Bloomberg (Noble Group Says Rescue Is Done as Singapore Probe Drags On)Noble Group Ltd. finally completed its mammoth debt-for-equity restructuring, handing control of its assets to creditors as Singapore...
Tata Steel: Improved Results, Debt Worries RemainTata Steel Ltd (TATA IN)’s latest quarterly results beat our expectations. The company’s revenue for Q2FY19 (which ended in September)...
Asian Frontier Monitor: Financing Infrastructure and the Success of the Belt-And-Road-InitiativeChina’s Belt-and-Road-Initiative (“BRI”) (一带一路) is arguably the 21st century’s most ambitious infrastructure project involving over 65...
Sri Lanka: Hope Amidst TurbulenceWe initiate our coverage on Sri Lanka’s sovereign bonds (SRILAN complex) with an OVERWEIGHT recommendation. The SRILAN complex comprises...
Hedge Fund Hands Lifeline to HNA Unit Shunned by Wall StreetIt’s been a tough couple years for Pactera Technology International Ltd. The tech outsourcing arm of embattled Chinese conglomerate HNA...
China Economics: The Consumption StoryWe examine the factors that contribute to consumption trend in China. This quantitative study finds that disposable income plays a...
Singapore investigation casts doubt over Noble debt restructureSINGAPORE -- Noble Group has insisted it will press ahead with a vital $3.5 billion debt restructuring despite Singaporean authorities...