Tag Archive: China

China Focus : Conspiracy Theory Coming True To Make Suckers Of You

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It is all about the stock market and we said this some months back. “The MSCI World Index is an important benchmark – it covers approximately 85% of the free float-adjusted market capitalization… Continue reading

USD New Issue : Peking University Founder Group 3Y 5.75%

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Issuer: Dawn Victor Limited (旭勝有限公司) (the“Issuer”) Guarantor: Founder Information (Hong Kong) Limited (the “Guarantor”) Keepwell Deed and Deed of Equity Interest Undertaking Provider: Peking University Founder Group Company   Limited (the “Company”) Issue :  U.S.$… Continue reading

CHINA IN FOCUS : INCH-ing Ahead

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Prime Minister Modi traveled to China this week and became the first foreign leader President Xi has ever hosted in his hometown of Xi’an. This all comes at a time when both countries… Continue reading

China Focus : The Fortune Cookie

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My longtime friend, the Hongkie Babe,  manages a sizeable CNH and CNY portfolio for a large fund based in Hong Kong. I decided to ask her the other day what she thought of… Continue reading

Brekkie Bond Wrap

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We had a quiet end to the week as many major markets were closed for the May Day holiday.  The tone on Thursday was dictated for the most part by Treasury price action with… Continue reading

CHINA IN FOCUS : A RECIPE FOR MAYHEM

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I think the Chinese are not talking much to each other this week. Main headlines. Reuters : China plans to cut number of big state firms (SOE’s) to 40 : state media. http://reut.rs/1zctks2… Continue reading

Ad Hoc Commentary – China will slowdown from 2016 to 2020

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Greece might have stolen the limelight during this year’s IMF/WBG Spring meeting, but amid all the noise, yours truly noted China’s newfound zeal for the environment: “Ma Jun, chief economist of the People’s… Continue reading

China In Focus : Never Saw It Coming

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Guess who said that ? Alan Greenspan, of course. So can we blame ourselves if we never saw the Chinese stock markets “melt-up” ? After months of lamenting on our holdings and wondering… Continue reading

China In Focus : Keeping the Folks At Home Happy

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Chinese stocks left the world in their dust as they powered away to another record breaking week and sour grapes started questioning the average IQ of the average Chinese investors, somehow managing to… Continue reading

China Focus : Preparing For Something Big

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It’s been a big week in China and Chinese equities are the best performers this week after the slew of reforms announced for their economy and financial markets. The main cheer came from… Continue reading