Asia HY Monthly - Corporate Governance In Chinese Companies - Lucror Analytics
In this month’s “In-Focus” section, we discuss Corporate Governance in Chinese Companies. Specifically, we highlight: [1] the nascent development...
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Lucror Asia HY Monthly – Corporate Governance in Chinese Companies (October 2018)
October was shocking for HY/EM bond investors after an early month surge in yields on USTs. The yield on 10Y USTs spiked 12 bps to 3.18%, following...
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Agile Group: Growing Its Non-Property Business
We initiate our coverage on Agile Property Holdings (3383 HK) (“Agile”) with an overall NEUTRAL recommendation on the AGILE complex (increasing...
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Redsun Properties IPO Review - Deserves a Discount to Peers for Its Related Party Transactions
Redsun Properties Group Ltd (1996 HK) (RSP) is looking to raise up to US$370m in its upcoming IPO. Proceeds will be mainly used to fund the...
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Xi and Trump Policy Priorities Imply US Inflation to Diverge From Chinese Growth
Simultaneous deleveraging in China and protectionism/fiscal expansion in the US would shift the longstanding correlation between US inflation and...
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