China
China Insights – Local Government Bonds
Our series of ESLJ China Insights aims to shed some light on the complexities of the Chinese local bond market, its structure and main players and …
Read MoreEmerging Markets = China + EM ex China
We find the term ‘EM’ increasingly problematic, because of the stark divergence…
Read MoreChinese RMB’s International Currency Status
Extract from our “Chinese RMB’s International Currency Status” research paper, published 20th May 2021…
Read MoreEpisode 12: The ECB, PBoC and the Fed – a busy week ahead
Episode 12: This week we look ahead to a rich set of data and talking points from across markets. Join Neil Staines…
Read MoreA Dip in Confidence?
A busy week for the Federal Reserve, Peoples Bank of China and the European Central Bank. We discuss the events of the week and our view on US yields…
Read MoreIdea Jeneration: Are defaults in China a good thing?
Stephen Jen discusses why recent defaults in China should not be a concern for investors…
Read MoreIdea Jeneration: What does supply and demand look like in the China onshore bond market?
Stephen Jen discusses supply and demand in the China bond market, and why it could be time for investors to enter the market…
Read MoreChina Insights – Central Government Bonds
In this issue of ESLJ China Insights series, where we aim to explain the Chinese local bond market and its peculiarities, we are discussing…
Read MoreIdea Jeneration: Why should China onshore bonds be considered a safe-haven asset?
Stephen Jen discusses the characteristics of China bonds, and why they should be seen as safe havens…
Read MoreIdea Jeneration: categorising China – the winner of 2020?
Stephen Jen discusses how China ‘won’ 2020 and is on the upper leg of the post-pandemic ‘k’-shaped recovery…
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