Asia HY Monthly - Corporate Governance In Chinese Companies - Lucror Analytics
In this month’s “In-Focus” section, we discuss Corporate Governance in Chinese Companies. Specifically, we highlight: [1] the nascent development...
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Lucror Asia HY Monthly – Corporate Governance in Chinese Companies (October 2018)
October was shocking for HY/EM bond investors after an early month surge in yields on USTs. The yield on 10Y USTs spiked 12 bps to 3.18%, following...
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Agile Group: Growing Its Non-Property Business
We initiate our coverage on Agile Property Holdings (3383 HK) (“Agile”) with an overall NEUTRAL recommendation on the AGILE complex (increasing...
578 Views
Redsun Properties IPO Review - Deserves a Discount to Peers for Its Related Party Transactions
Redsun Properties Group Ltd (1996 HK)Â (RSP) is looking to raise up to US$370m in its upcoming IPO. Proceeds will be mainly used to fund the...
640 Views
Xi and Trump Policy Priorities Imply US Inflation to Diverge From Chinese Growth
 Simultaneous deleveraging in China and protectionism/fiscal expansion in the US would shift the longstanding correlation between US inflation and...
206 Views