Asian Fixed Income/Frontier Market Research

Bondcritic

Bondcritic, established in 2009, is designed to be an independent credit research voice that helps investors gain insights and unbiased analyses on Asian fixed income market. Our mission is to discover deep-value Asian high-yield and distressed bonds with a bottom-up approach, together with the help of our proprietary ESG (Environmental, Social Development, and Governance) model. At the same time, we focus on bringing investment cases of unrated and unloved issuers to the general public.

China Economics: The Politics Behind China’s Recent Policy Shift

Trade War Talks/Tech Supremacy/Jack Ma Steps Down/Property Tax/Share Buybacks

China Economist

Kerry Liu

Macroeconomics

1, China US trade war
As we discussed previously that if President Xi decided to fight back, <a href="https://www.smartkarma.com/insights/the-china-us-trade-war-what-is-the-next" target="_blank">investors should be worried</a>. Yes, it is exactly what is happening in China’s stock markets, foreign exchange market. Together with Chinese corporate bond default, will it become a perfect storm for Chinese economy? Probably not.
China is now better positioned than in late 2015 and 2016. President Xi  is now in full control of China including economic system, military force and the Communist Party of…

1, China US trade war
As we discussed previously that if President Xi decided to fight back, investors should be worried. Yes, it is exactly what is happening in China’s stock markets, foreign exchange market. Together with Chinese corporate bond default, will it become a perfect storm for Chinese economy? Probably not.
China is now better positioned than in late 2015 and 2016. President Xi  is now in full control of China including economic system, military force and the Communist Party of…

MSCI AC Asia ex Japan Index (MXASJ INDEX)

The US-China Trade War and China's Q2 Updates