Car, Inc. – Accident Waiting To Happen?
* Bad Luckin: The shares of Luckin Coffee (LK.US) [Luckin] declined 84% and were suspended as result of Luckin’s announcement that an internal...
291 Views
Smartkarma Originals
China Onshore Convertible Bond Market: A Wealth of Opportunities
This Smartkarma Original is a follow-up to our first Smartkarma Original on China's onshore bond market - Investing into China's Growing Onshore...
631 Views
China Onshore Credit: Is the Oil Exposure Heavy in the Bond Market?
We believe China's onshore bond market's exposure to the oil sector is very manageable, as the bonds issued by upstream oil companies only account...
356 Views
China's Rmb25trn Infrastructure Spending: Bond Issuance, Infrastructure Machinery and Construction
Infrastructure machinery and construction companies will benefit from the escalation of China's infrastructure spending in this year, in our view....
389 Views
China Onshore Credit: Default Rate to Rise on Coronavirus Outbreak?
The coronavirus outbreak is expected to particularly hit the F&B, retail, travel and transportation sectors in China. The loss of operating...
380 Views