In today’s briefing:
- China’s BRI Ambition: Could Laos Be the Next One to Fall?
- CX Daily: China Boots Record Number of Companies From Its Bourses
- TPW Advisory Friday Musings: Stocks & Bonds – Only One Will Be Right
China’s BRI Ambition: Could Laos Be the Next One to Fall?
- Laos’ public debt has likely exceeded USD20 billion, or 120% of its GDP. China’s share could be as high as USD12.3 billion, making it the largest creditor nation.
- If the debt concession Beijing offered to Sri Lanka this week is any guide, Laos could still avert a full-blown sovereign default.
- In return, Vientiane may have to grant its northern neighbor additional tax exemptions and greater access to strategic industries. This may all be part of the BRI playbook.
CX Daily: China Boots Record Number of Companies From Its Bourses
In Depth: China boots record number of companies from its bourses
Covid deaths fall nearly 80% from January peak, China CDC says
China shivers through freezing Lunar New Year as temperature records tumble
TPW Advisory Friday Musings: Stocks & Bonds – Only One Will Be Right
- As we discussed last week, its different this time.
- Given that, it’s no surprise that markets and investors are confused about what is happening and more importantly what’s next.
- We see this clearly in the price action of both stocks and bonds, especially here in the US.
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