AIA / China Post Life Deal: A Worthwhile Excursion
AIA's proposed investment in China Post Life may be immaterial financially, but it may deliver intangible benefits in the way of regulatory and...
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Bank Credit Compass: Total Return Sweet Spot Moves, but May Rebound
The sweet spot for total return investors moved dramatically in April. However, as the month ended, the reflation trade returned. May could see a...
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Bank Credit Compass: Credit Tourist May Vacate if Real Fundamentals Do Not Catch-Up
Credit tourists may vacate if economic growth and real credit fundaments are not delivered. The gap between credit spreads and fundamentals is...
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Bank Credit Weekly: Distractions May Drive Markets Near Term
Distractions could disturb fixed income markets over the next few weeks if misinterpreted or allowed to interrupt policy making. This could add a...
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Postal Savings Bank – D-SIB Spurs Placement
POSTAL SAVINGS BANK OF CHINA: D-SIB Status Spurs Private Placement And Likely A Lower ROE Both From Dilution And Challenged Fundamentals In 2021.
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