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....
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Smartkarma Originals
A Forensic Analysis Tool for Detecting Accounting Red Flags: Focus on Developed Asia
In this Smartkarma Original, we bring to you a forensic analysis tool that scores companies across Developed Asia on their accounting risk. We use...
1.5k Views
Asia HY Monthly - Chinese Offshore Bond Defaults - Lucror Analytics
In this month's “In-Focus”, we discuss Chinese offshore bond defaults in 2019. We look at the broader trends as well as select cases, and give our...
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Lonking (3339 HK): Position for China's Post-Outbreak FAI Drive?
We believe the Chinese government will boost fixed asset investment (FAI) after the Wuhan coronavirus outbreak is contained. In our view, FAI is...
319 Views
Asia HY Trade Recommendations - January 2020 - Lucror Analytics
The Asia HY Trade Recommendations report for January includes a summary of our recommendations, as well as our high-conviction ideas. We also...
349 Views