Last Week in Event SPACE: Toshiba, Grab, Huarong, Invesco Office, Intouch, Jardines
The weekend is here! Pour yourself a coffee, grab a comfortable seat, and sift through a brief summary of insights on various events discussed...
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China Huarong: Contagion Creates Opportunity
Trade the contagion from China Huarong uncertainty. Although the former top executive was put to death, bondholders need not be. However, having a...
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China Huarong Asset Management (2799 HK): This Is Manageable
With the benefit of the restructuring of Boashang, Anbang, and Evergrown Bank, China has developed a mature process to address a situation such as...
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Bank Credit Weekly: Return of Risk-Off, Save for Asia Bank Credit
Dollar strengthening, continued equity market weakness and the panoply of Fed speakers crying for more fiscal stimulus did not help Asian or US HY...
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Hong Kong/US-China/Food Security/Food Waste/Bribery
China News That Matters Sweeping crackdown in Hong Kong US-China talk trade – and TikTok? Food price inflation and food security fears Waste not,...
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