HSBC & JPM – Steepening Yield Curve Differences
The steepening yield curve in the US is a positive for banks. This is because they can rebuild their net interest margins, their core interest...
336 Views
Economy/Covid-19/Hong Kong/China-USA/Hainan
China News That Matters Beijing relies on Western-style monetary policy Wuhan declared free of coronavirus Don’t diss the anthem; or remember...
282 Views
Link REIT - Squeezing Every Last Drop of Blood
* Poor FY 2020 Results: Link REIT (823.HK) reported FY 2H20 losses of HKD 23.9 bn - against FY 1H20 earnings results of HKD 6.7 bn, quite a swing...
354 Views
Seeing Red
* Responding to The Hong Kong Security Law: The US response will be predicated upon the full details of the new law. Early indications suggest that...
342 Views
Bank Credit Weekly: Reduced, but Still Risk-On Sentiment
For every Asia-headquartered bank bond that widened during the week, two tightened. Nonetheless, risk-on sentiment reduced in Asia’s high yield...
256 Views