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Thursday, 17 August 2017

Comment and Opinion

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  • Jonathan Rogers

    China high-yield: Beware the cash leakage

    The recent stumble of Asia’s high-yield bond market has prompted me to revisit that issue which is always thorny when it comes to high-yield credit: cash leakage.

  • Jonathan Rogers

    Don't bet against blockchain

    As your average Luddite of a certain age I confess that rather a few aspects of the technology revolution scare me. It’s not necessarily someone having an apparently superior holiday to my own which is splashed all over Facebook, Instagram, Snapchat, etc. I don’t post that stuff anyway so I’m thankfully out of the pictorial comparison game with regard to R&R.

  • Jonathan Rogers

    Is the shipping business bouncing back?

    The shipping industry is back in business after a prolonged and devastating slump. This is according to a friend of mine who has worked in the industry for decades and is well placed to call a turn in the market.

  • Jonathan Rogers

    A toast to 1000 issues of IFR Asia

    IFR Asia’s editor forewarned me last week that this would be the 1000th edition of the publication and I naturally volunteered to write something that would hopefully chime with this auspicious landmark. So here goes.

  • Jonathan Rogers

    Single-market fantasies in South-East Asia

    I find it rather peculiar that the ASEAN Economic Community, which envisages a European Union-style single market in Asia, was launched officially in late 2015.

  • ICBC Chairman_Yi Huiman_ifraweb

    ICBC looks to future challenges

    The head of China’s largest bank sees credit risks, interest rate liberalisation and fintech as the biggest challenges for the country’s banking sector.

  • Jonathan Rogers

    Fits and starts for fintech

    I gave fintech something of a mauling in this column a year ago, or at least in its application to the bond markets. I wrote that it was unlikely to supplant the old fashioned face-to-face or voice-to-voice modus operandi which continues to prevail in the primary markets and a large swathe of the secondary market.

  • Jonathan Rogers

    Perpetually wrong? One hopes not

    If it looks like a bubble, feels like a bubble… okay, you know how that one goes. These days, I can’t help feeling that this may be an apt metaphor for foreign currency bonds issued in Taiwan’s Formosa bond market. But maybe I’m just too early.

  • Keith Mullin_2015_ifraweb

    Private Asian infrastructure funding? Forget it!

    Chatter around Asia’s infrastructure funding gap has reached fever pitch, but I’m tired of the thrust of a discussion that’s shrouded in policy, politics and hope.

  • Jonathan Rogers

    ESG lessons for Trump

    Barely a week goes by that the global ESG community doesn’t have something tangible to crow about. Even when the news is apparently negative, such as the withdrawal of the United States from the 2015 Paris climate change agreement, no matter: ESG wonks can at least claim the moral high ground as they throw their arms in the air at President Trump’s crassness.

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