Bondcritic Market Monitor (30-Sep-2019): The Cat Is Still Dead...
As we expected, a flight to quality is back as 2/10 spread remaining in single digit (6bps last Friday). Rising VIX and lower Baltic dry index...
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Why Is China Destroying Liquidity?
No evidence of major monetary easing by China PBoC (People’s Bank) actually withdrawing cash from money markets Broader liquidity measures show...
617 Views
Big Flows in China Bonds as Bloomberg Barclays Global Aggregate Index Adds
On 31 January 2019, Bloomberg confirmed that local Chinese RMB bonds would be included in the Bloomberg Barclays Global Aggregate Index...
903 Views
Asian Frontier Monitor: One Belt New Road - Here Comes America
In our third report in the Belt and Road Initiative (BRI) or One Belt One Road (OBOR) series, we examine a brand-new US strategic initiative to...
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Asian Frontier Monitor: Financing Infrastructure and the Success of the Belt-And-Road-Initiative
China’s Belt-and-Road-Initiative (“BRI”) (一带一路) is arguably the 21st century’s most ambitious infrastructure project involving over 65 nations and...
572 Views