Asian Credit Monitor: China's Onshore Bonds (Part II: Omaha Beach)
In Asian Credit Monitor: China’s Onshore Bonds (Part I: The Normandy), we highlighted the access and motivations for investing in China's onshore...
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Asian Credit Monitor: China's Onshore Bonds (Part I: The Normandy)
Bond Connect will help international investors gain a better foothold in China's onshore bond market. We believe this is the right time for...
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Asian Dollar Bond Monitor: New Normal or Late-Summer Night Dream
We revisited the Asian US Dollar bond universe, following our original ADBM (dated 24-April-2017). Asian USD bond spreads have staged a come-back...
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Trump Is a Dead-Weight on the USD
Global investors heading into Japan equities may no longer be routinely hedging the JPY currency exposure. Equity investors, viewing the largely...
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Figures Don't Add up for China's Belt and Road Initiative
China's much touted Belt and Road Initiative is being promoted as a way of developing infrastructure across much of Central Asia and Central Europe...
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