Asian Round Up – The Problem With New Governments
I think Jokowi looks like Obama and I am not alone. We are nearly in the final leg of 2014 and Asia has 2 new populist leaders in the 2 most populous… Continue reading
I think Jokowi looks like Obama and I am not alone. We are nearly in the final leg of 2014 and Asia has 2 new populist leaders in the 2 most populous… Continue reading
Welcome to the EM round up. It happens once or maybe twice a year. This year, it started on the first day of January but soon erased losses into February, not without weakening… Continue reading
A short week for China coming in on Tuesday, unfazed by market action and the USDCNH holding its own against the mighty USD duck with the PBOC guiding the USDCNY fixing lower during… Continue reading
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
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
The market obsession is with capital gains for stocks, hoping to bag the next buyback hero of a company or a plump takeover target. Returns have been long forgotten and when we think… 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
As our heart goes out to the victims of an unbelievable plane tragedy, the world readies to pay the price. Price to insurance companies – Annual aviation war risks premium total $60-70m globally.… 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