Asia Risk Sentiment Lags US Rebound
Risk sentiment in Asia high yield lagged positive momentum in the US. Negative sentiment in Asia may have been aided by perceptions that Chinese...
279 Views
Bank Credit Compass: Asia’s Q2 Winners and Losers; What Looks Mispriced into H2
Alpha generation remains available within individual Asian bank bonds. We expect security selection to have a greater impact during the second half...
314 Views
HSCEI Dividends - China Banks Asked to 'Sacrifice' Profits, One Does Quickly
Late last week, at a regular meeting of the State Council, Premier Li Keqiang called on Chinese banks to cap their profits in 2020 and drive the...
371 Views
China Construction Bank: Prospective 10nc5 Tier 2 Bond Is Likely to Be Good Value for the Issuer
China Construction Bank's (CCB) prospective new issue Tier 2 bond is likely to price very close to its existing 2024 callable Tier 2 bond. A flat...
357 Views
Asia Short Interest Weekly - Massive Short Increase on Meituan, Geely
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
321 Views