Asian Credit Monitor: Moody's Downgrade on China Is the First Domino to Fall
Moody's 24-May downgrade of China's local currency and foreign currency senior unsecured debt rating to A1 (from Aa3) confirms what we wrote back...
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China's Yuan Struggles to Retain Its IMF Status
China's plans to establish the yuan as a respected and trusted global unit of exchange have suffered a number of blows over the past two years. Now...
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Asian Credit Monitor: China - The Detrimental Debt Denotation
Once and for all, we would like to break the ice on China's debt debacle. China's macro data has recently improved. Many sellside economists have...
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What Caused the CNH Surge?
There was some consternation last night as the CNH surged against the USD bringing the CNY-CNH spread to an unprecedented 800 or so. What is...
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Signs of a Smaller, Less Dynamic China
Rapid growth from a dynamic economy once defined China, as it modernized its huge industrial sector. Now an ageing and declining population,...
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