Bondcritic Market Monitor (18-Nov-19): Credit Homework, Slowing China, & Volatility
We believe the trade war improvement is temporary and we see this as a selling opportunity for cyclical credits in general. The trade war will make...
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HK Shorts - Covering in Real Estate Names
We analyse the latest SFC data released Friday evening on short position reporting in Hong Kong for the week ended 1 November.Total short notional...
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Morning Views Asia: CIFI Holdings, Country Garden Holdings Co, Modern Land China, Softbank Corp
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
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Asia HY Monthly - Corporate Governance And Corruption In Indonesia - Lucror Analytics
In this month’s “In-Focus” section, we provide an update on recent events in Indonesia that we believe will have an impact on offshore investor...
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HSCEI Dividends - Better Results Increase Expected Fair Value
Since we published our earlier Insight, the HSCEI dividends futures expiring in December 2020 have moved up 1.9% mainly driven by strong Q3...
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