CHINA MARKET: Growing risks of regulatory intervention on leverage
China markets sold off last week, post news China’s securities regulator plans to start a new round of checks on the margin-lending businesses of...
286 Views
CHINA MACRO: My thoughts on the RMB move. Will we see a large correction??
China’s RMB has just had its largest two-day loss since 2008, and has also fallen a record discount to the central bank’s reference rate (1.89%,...
283 Views
China Property / Debt - when Kaisa broke our Trust
Kaisa failed to make an interest payment due Jan 8 on $500 million of 10.25% dollar bonds (the first Chinese property company to default on...
290 Views
This week's flash-crash in China: thoughts and implications
China A-shares closed down almost 8% on Monday, on heavy volumes, the largest fall since February 2007. Whilst there were several negative...
257 Views
Set to rally on the back of rate cuts
The stock has already performed well over the past few months and is likely to continue doing so on the back of the recent rate cut. Furthermore,...
398 Views