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Oct 13, 20213 min read
Asia Bond Blurb
China HY property low beta names tumbled 3pts yesterday, high beta names such as Kaisa were anywhere from 4pts to 8pts lower following...
30
Sep 20, 20215 min read
China & Systemic Risk
Most crises throughout history have been caused or exacerbated by a build up of excess credit. When the economic history books are...
15
Sep 17, 20215 min read
Fighting the Tape(r)
Summary 1: Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua....
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