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China Confidential - Premium Investment Insight

Fixed Income

Leverage: at the wrong time

A number of China’s bond mutual funds suffered badly in November, thanks to being leveraged at a time when bonds were sold down sharply.

16 December 2013

Convertibles: no racing yet

Convertible bonds represent an immature and very tiny segment of China’s bond market. That is unlikely to change unless and until there is a sustained rally in A-shares.

10 October 2013

Dim sum bonds: back on the menu?

Issuance of dim sum bonds in 3Q13 was minimal. There are good reasons to look for it to pick up significantly in the current quarter.

09 October 2013

The coming wave of dollar bonds

Issuance of US dollar bonds by leading property companies (especially) will continue to grow strongly in the coming weeks and months.

16 September 2013

Property company bonds: the lucky few

In another challenging month for investors in China’s fixed-income markets, corporate bonds issued by the leading property developers outperformed.

16 September 2013
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CHINA CONFIDENTIAL

An integrated research service from the Financial Times that provides premium, exclusive analysis and predictions on China investment themes.

Using a dedicated FT team of specialists in China and the UK, it taps Chinese sources from the grassroots to the political elite to forecast key trends and issues. It conducts proprietary research to supply its own insights into industry trends and consumer sentiment. By filtering the work of the best Chinese analysts and academics, it keeps you current on key debates as they unfold inside mainland China. Its broad aim is to help the professional investor navigate through the Chinese investment landscape.

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