China: S&P’s (Expected) Downgrade - Reality Bites
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Monitor: Moody’s Downgrade on China Is the First Domino to Fall). The outlook was revised to stable from negative. We reiterate our...
Asian Frontier Monitor: Myanmar Global Patience Forum
The annual Myanmar Global Investment Forum left a good (but cautious) impression on Myanmar. We have come across so much optimism about...
Noble Group: “I Will Survive”
Noble Group (Noble), the embattled commodity trader and supply-chain manager, has been on a mission to reinvent itself for many years...
Asian Credit Monitor: China’s Onshore Bonds (Part II: Omaha Beach)
n Asian Credit Monitor: China’s Onshore Bonds (Part I: The Normandy), we highlighted the access and motivations for investing in China's...
China Bonds: Connect With Caution
https://www.bloomberg.com/news/articles/2017-09-06/china-bonds-connect-with-caution
Finding Alpha with Technology
Smart fintech solutions could make a difference to how investors work and investA new industrial revolution is under way in the asset...
Asian Credit Monitor: China’s Onshore Bonds (Part I: The Normandy)
Asian Credit Monitor: China’s Onshore Bonds (Part I: The Normandy) in Thematic & Strategy Bond Connect will help international investors...
Asian Dollar Bond Monitor: New Normal or Late-Summer Night Dream
We revisited the Asian US Dollar bond universe, following our original ADBM (dated 24-April-2017). Asian USD bond spreads have staged a...
Asian ESG Monitor: Green Bonds - Veggie Is Good for You
Source: Climate Bond Initiatives Green bonds are not just for saving the planet and there are additional benefits that Asian investors...
Asian Frontier Monitor: Myanmar - The Leapfrog Travelogue
Our last week's visit to Yangon and its vicinity left us with an overall good impression. Myanmar is an acquired taste, in our view but,...
Ratings, RMB impair China's bond market
A stabilised currency, improved liquidity and a more mature credit culture are what will attract investment in onshore Chinese bonds,...
Asian Credit Monitor: Moody’s Downgrade on China Is the First Domino to Fall
Moody's 24-May downgrade of China's local currency and foreign currency senior unsecured debt rating to A1 (from Aa3) confirms what we...
Asian Credit Monitor: China - The Detrimental Debt Denotation
Asian Credit Monitor: China - The Detrimental Debt Denotation in Thematic & Strategy Once and for all, we would like to break the ice on...
Asian Dollar Bond Monitor: The Trump Card
Asian Dollar Bond Monitor: The Trump Card in Thematic & Strategy Trump's rhetoric and rising political risk could increase market...
Chinese companies act as banks to prop up failing operations
Chinese companies are increasingly stepping in as lenders, as banks reduce their funding to struggling industries and the country’s...
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