Bank Credit Compass: Asia Tier 2 and Short Duration Notes Sit in the Sweet Spot
Asia’s Tier 2 notes slightly outperformed AT1 in May. Shorter-duration bonds outperformed although there was greater differentiation in longer...
217 Views
Asia Shorts: Tencent, AIA, JD, CICC, Canon, Renesas, Monex, HMC, LGD, HMM, KEPCO, Innolux, Wan Hai
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
240 Views
Covid-19/ Crypto/ Goldman/ Energy/ Unmanned
In my weekly digest, I will give you selected summaries, sourced from a variety of local Chinese-language and international news outlets, and...
298 Views
China Huarong: No Confidence Motion
China Huarong could be the first domino to fall on the confidence on the implicit support by the Chinese government. Rating agencies' scramble to...
430 Views
Glut and Famine: China's Monetary Conditions a Notch Tighter in May
Monetary data in May point to a tighter environment for both lending and funding. Mortgage rates have edged up, but the deposit drain is worrying....
674 Views