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...
336 Views
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...
168 Views
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...
159 Views
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...
665 Views
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...
128 Views