Growing Corporate Debt in China
There has been much discussion about China’s wish to implement economic reforms and – specifically – to deleverage. However, the reality is that...
143 Views
PICC P&C Placement - Small Clean-Up Deal with Little Discount
AIG plans to raise USD 192mn by selling its remaining 0.7% stake (111 mn shares) in PICC Property & Casualty H (2328 HK). This is the fourth...
248 Views
The Moats that Fintech Companies Must Cross
Traditional finance companies' competitive advantage operates like moats protecting mediaeval castles. Fintech companies must cross the moats of...
249 Views
60 Days After Brexit - Currency Impact Tables For International Property Investors
We have updated our currency impact tables 'post-Brexit' for USD, EUR, JPY, AUD, GBP and CNY. We make a simple assumption that a property investor...
163 Views
Systemic Risk from Corporate Debt in China
Massive and growing debt levels in China are becoming a source of major concern to the world's banking community. Whilst some see this as...
159 Views