sections

Friday, 28 April 2017

  • You are here:Home
  • Comment and Opinion

Jonathan Rogers

Creeping back to normal in Japan, Ninja-style

IFR Asia 988 - April 22, 2017

There’s a strange phenomenon that manifests itself rather frequently when one writes a column on financial markets. Often after writing a “how much worse can it get?” piece, one discovers a while later that the asset class in question has become one of the most attractive pieces of tradable financial wealth.

Jonathan Rogers

Asian banking is ripe for disruption

IFR Asia 986 - April 8, 2017

We all know that banking across Asia Pacific is going through upheaval. Until around three years ago, the industry enjoyed solid GDP growth across Asia, frothy returns on equity, constrained NPLs and a steadily growing client base. Add to this rampaging regional commodity markets, you had what was for a long time the “perfect storm”.

Jonathan Rogers

Trump tantrum no threat to Asia

IFR Asia 985 - April 1, 2017

Fears about the implications for Asia of a Trump presidency, which reached maximum intensity soon after his election, have subsided. It seems to me that the anxiety was probably misplaced all along.

Turning the cornerstone

IFR Asia 985 - April 1, 2017

Hong Kong’s IPO market is an unlikely beneficiary of China’s capital controls.

Brexit bewilderment

IFR Asia 985 - April 1, 2017

If Theresa May is looking for moral support as she enters two years of Brexit negotiations, she is unlikely to find it in Asia.

Jonathan Rogers

The financial key to Cambodia's future

IFR Asia 983 - March 18, 2017

Life must be lived forwards, but it can only be understood backwards. So wrote the Danish philosopher Soren Kierkegaard in the 19th century. He was writing about human consciousness, but this epigram can just as easily apply to the collective life of countries such as Cambodia, whose tragic history continues to shape its existence.

Good intentions

IFR Asia 982 - March 11, 2017

It seems like only yesterday that Green bonds were the coolest toy in the panoply of socially responsible investments, but they may soon feel old hat if a sudden flurry of new ethical fixed income products is anything to go by.

Maximum risk

IFR Asia 982 - March 11, 2017

Asia’s high-yield bond market received a long-overdue reality check last week when Eros International became the first issuer from the region to pull a G3 bond deal since November.

Arundhati Bhattacharya

Merger takes centre stage for SBI chair

IFR Asia 981 - March 4, 2017

The delayed merger of State Bank of India with its affiliates is keeping India’s largest banking group away from the capital markets, its chairman said in an interview.

Jonathan Rogers

Bookbuilding? There may soon be an app for that

IFR Asia 981 - March 4, 2017

I had a chat with an old friend from the Asian debt markets recently who is involved with something that I had long envisaged and, in my flights of fancy, even imagined setting up myself – that is a “bond app”.