CHINA FOCUS : A 7 YEAR LOW IS STILL A 6 YEAR HIGH
Yes. We saw another week of losses in the Chinese stock markets for another “biggest loss in 7 years” headline. After last week’s 7 year high to be followed by the biggest 7… Continue reading
Tag Archive: CNH BONDS
China Focus : The 7 Year High And Biggest 7 Year Weekly Drop
Nice play around 7 as we hit the 7 year high in chinese stocks last week to suffer the biggest 7 year weekly drop this week. And no one is batting an eye… Continue reading
CHINA FOCUS : Too Big To Ignore
A new 7 year high in the Shanghai Composite for 5 weeks running since mid May despite a record US$9 bio outflow from EM stock funds this week driving the A-shares H-shares premium… Continue reading
Primary Credit Wrap
Adani Ports Roadshow For 144a/Reg S USD Bonds Starts Tomorrow Investor meetings in Asia, Europe, Middle-East, U.S. start tomorrow. Issuer: Adani Ports and Special Economic Zone Ltd. Expected ratings: Baa3/BBB-/BBB- Ecpected issue rating:… Continue reading
China Focus : Never Underestimate A Market That Overestimates Itself
Our heart goes out to the 396 victims of the Yangtze ferry disaster as we pray for the missing persons on Mount Kinabalu. The latest victim of the debt default market is duck… Continue reading
China Focus : Conspiracy Theory Coming True To Make Suckers Of You
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
CHINA IN FOCUS : INCH-ing Ahead
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 IN FOCUS : A RECIPE FOR MAYHEM
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
China In Focus : Never Saw It Coming
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 : The Monkey God
When I wrote about challenging China bears to the Monkey Trading Challenge earlier this week, I suppose I was insinuating in a way that Chinese investors are as good as monkeys and it… Continue reading