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liquidity
HNA to face $3.1 bil liquidity crunch this quarter
(Jan 31): The crisis surrounding HNA Group deepened after it emerged that the Chinese company’s ability to repay its debt will face a potential shortfall of at least 15 billion yuan ($3.1 billion) in the first quarter.
January 31, 2018
Global Economy
Asia ex-Japan may see a less bountiful 2018 after record year of bond transactions: Debtwire
SINGAPORE (Jan 11): The Asian USD high-yield (HY) bond primary market in 4Q17 was boosted by the resurgence of offshore-issuance approvals from Chinese regulators and a continued appetite for new paper.
January 11, 2018
Global Economy
These risks could derail the 'Goldilocks economy' in 2018
SINGAPORE (Dec 22): DBS Group Research is positive on both developed and emerging economies for the year ahead despite the anticipated tightening of central bank liquidity.
December 22, 2017
Investing strategies
The case for infrastructure investment
SINGAPORE (Aug 30): Infrastructure has been in the spotlight in recent years as institutional investors continue to seek yield in a low-interest rate world.
August 30, 2017
China Focus
The US$68 billion reason why China may start injecting cash again
BEIJING (July 11): An onslaught of maturing funds may see China’s central bank reaching for the fire hose.
July 11, 2017
MAS forecasts 1-3% GDP growth for rest of the year; warns of geopolitical risks
SINGAPORE (June 29): Singapore’s economy is expected to continue growing at 1-3% for the remainder of the year.
June 29, 2017
Broker's Calls
Strong investor appetite for yield keeps Maybank positive on Singapore REITs
SINGAPORE (June 22): Maybank Kim Eng Research remains “positive” on Singapore REITs (S-REITs), with confidence that a firmer exchange rate regime poses no immediate threat to the industrial REITs.
June 22, 2017
Global Economy
The global economy is rebounding, but there is one big problem
TOKYO/HONG KONG (June 14): There’s a dark cloud building behind the world’s best period of synchronous growth among developed and emerging economies this decade -- one that in time could rain down volatility in global markets.
June 14, 2017
Investing strategies
Put event risk at core of portfolio strategies, Eastspring tells investors
SINGAPORE (May 31): Liquidity is a double-edged sword, according to Virginie Maisonneuve, chief investment officer (CIO) of Eastspring Investments, a member of Prudential (UK).
May 31, 2017
China Focus
Carson Block says he's certain China will face day of reckoning
(May 25): Carson Block said he will continue wagering against Hong Kong-listed companies on the view that a pullback in credit will send shock waves through the economy.
May 25, 2017