Blog | Conduit Group | Page 26 of 29

The End of Super-Abundant Liquidity

The prevailing bias among market participants over the past few months has been that an early start to rate hikes would imply a need for les

Dec 16, 20213 min read

Tuesday was difficult day for Shimao. The curve was another 12-15 pts..

Dec 15, 20211 min read

himao bonds were marked around 5pts lower on rumors of ..

Dec 13, 20211 min read

The US November CPI data reported on Friday, and the associated market reaction highlights the importance ofthe Highway to Sell (Encore)

Dec 13, 20213 min read

Something that we (and others) have often noted over the past few months is the risk that the US Federal Reserve might be committing a costl

Dec 9, 20213 min read

The rally in Asian credit strengthened yesterday afternoon with the surge in HK equities, HSI closing +2.72%. Investors looked

Dec 8, 20211 min read

China HY galloped up 2-5 points yesterday as China cut bank reserve requirement ratios by 0.5%,, which must have been deemed

Dec 7, 20212 min read

If you want to know where the greatest downside risk exists; follow the leverage. Moreover, there is an intimate link between liquidity, lev

Dec 7, 20213 min read

The correction in non-profitable technology stocks – or what we like to call “hope at a ridiculous multiple” (HARM) was fairly brutal last w

Dec 6, 20213 min read

Oceanwide Holdings seeks to extend the tenor of CNY 6.8bn in loans from China Minsheng Bank and Fujian Yango fails to obtain noteholder app

Dec 5, 20211 min read

Equity price action over the past week has been a little spicy. Through most of Wednesday the stock market appeared to look through the omic

Dec 2, 20212 min read

China HY closed in positive territory for the most part, Times China Holdings, KWG Group and Roadking leading the charge. Agile, Yuzhou and

Dec 1, 20212 min read