Tag Archive: CSI 300 Index

CHINA FOCUS : Waiting For The Star To Fall

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I conclude the A50 is the worst performer of all the Chinese indices because it is the most accessible to short sellers ! A50 is up 42.23% over 12 months. SHCOMP is up… Continue reading

Zico's Recap For 1Q15 : A pause to look at what's in the bag

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Zico has been noticeably absent for a while and I suspected that was because he was too busy making money. It looks like I was right. ************************* The big story in the first… Continue reading

China Focus : To Smote The Little Pearl Of The Orient

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Not sure if anyone has noticed that the CNH/CNY spread is widest in 2 years. It has always been CNH the stronger and CNY tempering it’s strength but it is not since the… 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

International Bonds Weekly : Kangaroos and Panda Bears

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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

International Bonds Weekly : Kangaroos and Panda Bears

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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

Equity Thursday : China and The IPO Gravy Train

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I thought I would write about something to take our minds off the ECB and the Non Farm Payrolls tonight before the US holiday tomorrow and their long weekend. Global IPO Stats Year… Continue reading