Friday, 21 July 2017

Jonathan Rogers

A toast to 1000 issues of IFR Asia

IFR Asia 1000 - July 15, 2017

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

IFR Asia 998 - July 1, 2017

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

IFR Asia 997 - June 24, 2017

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

IFR Asia 997 - June 24, 2017

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

IFR Asia 996 - June 17, 2017

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.

Jonathan Rogers

ESG lessons for Trump

IFR Asia 994 - June 3, 2017

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.

Keith Mullin_2015_ifraweb

Private Asian infrastructure funding? Forget it!

IFR Asia 994 - June 3, 2017

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

Much ado about Moody's

IFR Asia 993 - May 27, 2017

Moody’s one-notch downgrade of China’s long-term credit rating last week came as something of a shock to the market, although it didn’t take a crystal ball to see it coming.