HK - Consumer Discretionary Stocks Lead Shorts
We take a look at the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 21 February 2020. Total...
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Asian Bank HY Credit Weekly: It Was Ugly, What May Be Oversold
Coronavirus capitulation is creating value within certain securities. Nouriel Roubini and Scott Minerd are back in fashion and that’s a buy sign....
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Trip.com - Pandemic
Lack of Global Leadership During Pandemic: The current corona virus situation remains very fluid, and leadership is NOT inspiring confidence....
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Bank of East Asia - Trail of Tears For Chinese Developer Loans
Chinese Real Estate Risk:Mainland China’s debt-laden developers were already facing a cash-crunch, but the corona virus outbreak has exacerbated...
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Asian Bank HY Credit Weekly: Senior and Tier 2 Bonds Perform in Risk-Adverse Environment
Coronavirus contagion concerns negatively impacted every Hong Kong-, South Korea- and most mainland China-headquartered Additional Tier 1 (AT1)...
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