Saturday, 25 February 2017

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Jonathan Rogers

Time to harness India's potential

IFR Asia 980 - February 25, 2017

I have watched India’s bond market from the sidelines over the years, bewildered at how the enthusiasm in the Indian financial community fails to translate into concrete price action in the markets.

Jonathan Rogers

The Trump risk for emerging Asia

IFR Asia 979 - February 18, 2017

Forgive me for adding to the slush-pile of comment on the newly installed Donald Trump administration, but I think it’s justified. I doubt that any investor, whether private or institutional, can afford not to have their eyes on the ball when it comes to the potential for the latest executive order from the White House to stymie their otherwise rational assessment of global capital markets.

Jonathan Rogers

Mongolian horse seeks white knight

IFR Asia 978 - February 11, 2017

It wasn’t so long ago that Mongolia was the darling of the international capital markets. The country’s stratospheric economic growth – it hit 17.5% in 2011, the highest in the world that year – and its frontier market credentials made it second to none as a must-have investment.

Jonathan Rogers

The return of Asia's loan market

IFR Asia 977 - February 4, 2017

Things are looking up in the Asian loan market. I spoke on the phone last week with a veteran loan banker, an old friend, who informed me over the background noise of a bar in Hong Kong’s Lan Kwai Fong that syndicated lending is back in business after a lull of around two years - using rather colourful language that might have emerged from the mouth of the newly elected American president.

Dilip Parameswaran

Take comfort in Asian credit

IFR Asia 976 - January 21, 2017

In the face of formidable uncertainties this year, investors may still seek the comfort of fixed income, says Dilip Parameswaran*

Jonathan Rogers

The risks of a post-truth world

IFR Asia 976 - January 21, 2017

If facts no longer matter, investors are in for a whole new challenge, says Jonathan Rogers

Jonathan Rogers

The infrastructure of a bond market crisis

IFR Asia 975 - January 14, 2017

The frenzy of infrastructure projects in both China and the US is paving the way for another financial crisis, says Jonathan Rogers.

The visible hand

IFR Asia 974 - January 7, 2017

In China, the invisible hand of the market is far weaker than the very obvious hand of the government, which likes to deliver a slap now and again to put participants back in line.

Jawboning in Jakarta

IFR Asia 974 - January 7, 2017

Indonesia has a lot going for it these days. At a time of regional economic slowdown, it is forecast to grow north of 5% this year, with investment spending up by 13%. Interest rates were cut six times by a cumulative 150bp in 2016, yet inflation languishes at the bottom of the 3%–5% official target range. A successful tax amnesty has lessened pressure on public finances and a large chunk of this year’s offshore borrowing needs has been pre-funded.