Asian Bank HY Credit Weekly: What Looks Mispriced Entering 2020
Risk-on market sentiment pushed Asian bank High Yield and X-over Subordinated debt, as well as X-over Senior Unsecured US$-bond spreads tighter in...
488 Views
HK Connect Flows: Tencent, Xiaomi, HKEX, and WH Group
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
414 Views
US/China Trade Pact - Wake Up America
Not So Fast: Mainland China is NOT reducing tariffs on USD 138 bn of existing US imports at rates of 5%-25%, and will only suspend new tariffs....
370 Views
HK Connect Flows: Meituan Led $1bn Inflows
In our weekly HK Connect Flow series, we aim to help our investors understand the flow of southbound trades via the Hong Kong Connect, as analyzed...
336 Views
China Macro - Impact on Financials
* Fiscal stimulus continues to play a major role in supporting growth next year; * Restarting the capex cycle is a key gov’t focus to revive...
302 Views