China Banks - Abracadabra
China Loves the "F" Word: The China Bank and Insurance Regulatory Commission's (CBIRC) latest bout of bank capital forbearance in reaction to the...
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Trip.com - Sick Man of Asia's Global Impact
Trip.com Should Continue to Get a Significant Downward Re-Rating:Mainland China is at the epicenter of this tourism slowdown. If the virus impact...
273 Views
Asian Bank HY Credit Weekly: It Was Ugly, What May Be Oversold
Coronavirus capitulation is creating value within certain securities. Nouriel Roubini and Scott Minerd are back in fashion and that’s a buy sign....
341 Views
Trip.com - Pandemic
Lack of Global Leadership During Pandemic: The current corona virus situation remains very fluid, and leadership is NOT inspiring confidence....
334 Views
State Bank of India: AT1 Too Tight to Mention, Sell on Valuation
State Bank Of India's (SBIIN) Additional Tier 1 (AT1) bond may be the tightest trading AT1 relative to its senior unsecured debt in the world. ...
324 Views