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Saturday, 21 July 2018

Upfront

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  • Project: impossible

    Asia’s first securitisation of project finance loans is cause for celebration. Keeping the party going, however, will be another story.

  • Strained connections

    Last week’s spat over the Stock Connect link between Hong Kong and China has dredged up some uncomfortable questions over the future of the parallel markets. It needn’t have.

  • Xiaomi's reboot

    What a relief. Xiaomi’s first week as a listed company has drawn a line under the recent run of shaky IPOs from China’s technology sector – but it could have been very different.

  • Public pressure

    In markets this bad, it may be better simply to stay away. That, at least, is the message from the latest US dollar high-yield bond from China’s property sector.

  • Global clout

    Strange as it sounds, global banks may do better in Asia when times are tough.

  • High stakes

    At some point, Asian high-yield bonds will become an enormous buying opportunity. Right now, however, it would take a brave fund manager to make that bet.

  • Market monsoons

    The start of the monsoon season is a tough time to be in India, as delegates to last week’s Asian Infrastructure Investment Bank meetings discovered first-hand. As with the weather, India’s capital markets may be about to get worse before they get better.

  • Don't call me

    Call options are funny things in the bond market. Even though the term itself is well understood, bond investors have a nasty habit of mixing up their calls, puts and maturities.

  • Xiaomi the right way

    When it comes to Chinese equities, two wrongs sometimes do make a right.

  • Chinese competition

    China’s banking regulator clearly hasn’t been reading up on antitrust legislation. At the same time as Australia is starting a criminal case accusing the joint underwriters of a share placement of collusion, China is telling banks to work together to restrict companies’ access to credit.

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