Australia Focus : So Much For A Hard Landing
The AUD charts look bad, bad, bad so its time to do some remembering. At 6 year lows, I feel a stab of pain recollecting “My personal experience back in 2008 was a… Continue reading
The AUD charts look bad, bad, bad so its time to do some remembering. At 6 year lows, I feel a stab of pain recollecting “My personal experience back in 2008 was a… Continue reading
Back when I was in Perth, a friend from China told me that his uncle liked to stop by dead kangaroos on the road to pick a nice juicy tail for stew and… Continue reading
Continued rumblings in the China growth story as FDI falls 17% and borrowings continue to soar with Beijing becoming the 8th region to issue their own local government bonds for CNY 10.5 billion… Continue reading
Top tiered Chinese banks will hit the domestic bond market for US 21 bio in Basel 3 compliant sub debt as loan growth slowed dramatically. Most analysts are unwilling to relinquish their risk… Continue reading
China is probably the only place making sense as yields rose on the week after a GDP number that was above expectations at 7.5%, beating the previous quarter’s growth rate of 7.4% yoy,… Continue reading
Some heat taken off China and the USDCNY(H) this week, on account of the attention given to US and Europe, allowing a melange of new issues (mostly not listed) including the double digit… Continue reading
We have thrown in a CNH section to the International Bond Weekly report. For a start, we have prepared a list of 2014 issued CNH bonds listed in HK and SGX and their… Continue reading