Asian Dollar Bond Monitor: New Normal or Late-Summer Night Dream
We revisited the Asian US Dollar bond universe, following our original ADBM (dated 24-April-2017). Asian USD bond spreads have staged a come-back...
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Trump Is a Dead-Weight on the USD
Global investors heading into Japan equities may no longer be routinely hedging the JPY currency exposure. Equity investors, viewing the largely...
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Figures Don't Add up for China's Belt and Road Initiative
China's much touted Belt and Road Initiative is being promoted as a way of developing infrastructure across much of Central Asia and Central Europe...
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Asian Credit Monitor: Moody's Downgrade on China Is the First Domino to Fall
Moody's 24-May downgrade of China's local currency and foreign currency senior unsecured debt rating to A1 (from Aa3) confirms what we wrote back...
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China's Yuan Struggles to Retain Its IMF Status
China's plans to establish the yuan as a respected and trusted global unit of exchange have suffered a number of blows over the past two years. Now...
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