Bank of Communications: Recent AT1 Is Fully Priced; Look Elsewhere for Value
Bank of Communications' recently issued Additional Tier 1 bond appears fully priced. We see little upside despite moderate exposure to typically...
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Gain Direct Exposure to the World’s 2nd Largest Bond Market
The NikkoAM-ICBCSG China Bond ETF will be listed on the Singapore Exchange on 24 November 2020, offering investors low cost and direct access...
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Another Day, Another Default
MAINLAND CHINA DEFAULT: Yongcheng Coal Defaulted On Its Debt, Leading To Concerns About The Credibility Of AAA Rated Corporates In Mainland China...
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Bank Credit Weekly: Vaccine Rally, Then Consolidation, Drives Outperformance & Turkey Vs Thai Banks
Positive vaccine news and the US election result lowers the likelihood of excessive US stimulus. This should cap pressure on Treasury yields and...
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Party Poopers: Reining In China's Internet
It is a delicate dance to promote home-grown tech companies while keeping existing market forces in check. But it is no secret the PRC government's...
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