Tag Archive: CHINA DEFAULTS

International Focus : Australia and China

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Wrong footed Australia would have to wait for another day for the AUD dollar to show any sign of weakening. Longs are building in the AUD position and the last time the market… Continue reading

International Focus : Australia and China

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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

International Bonds Weekly : Australia and China

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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

International Bonds Weekly : Kangaroos and Panda Bears

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China is probably the only place making sense as yields rose on the week after a GDP number that was aboveĀ  expectations at 7.5%, beating the previous quarter’s growth rate of 7.4% yoy,… Continue reading

Darlings To Defaults – Behind Every Default Was Once A Good Investment

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Horror stories have pretty promising starts and behind every default was once a good investment. It starts like this. Jan 2012 Chaori Solar Energy Wins 110m Euro Solar Module Supply Contract Jan. 12… Continue reading