China Onshore Credit: Is the Oil Exposure Heavy in the Bond Market?
We believe China's onshore bond market's exposure to the oil sector is very manageable, as the bonds issued by upstream oil companies only account...
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China's Rmb25trn Infrastructure Spending: Bond Issuance, Infrastructure Machinery and Construction
Infrastructure machinery and construction companies will benefit from the escalation of China's infrastructure spending in this year, in our view....
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China Onshore Credit: Default Rate to Rise on Coronavirus Outbreak?
The coronavirus outbreak is expected to particularly hit the F&B, retail, travel and transportation sectors in China. The loss of operating...
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Smartkarma Originals
Investing into China's Growing Onshore Bond Market
In this Smartkarma Original, we dig into the onshore bond market of China, covering key topics include historical background, market structure,...
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