22 October 2021

Evergrande buys time with 11th hour offshore bond payment

Evergrande’s 11th hour $83.5 million payment to offshore bondholders today comes 24 hours before they would have fallen into default and prevents cross-default clauses across offshore bonds in the broader Chinese property market.
18 October 2021

Headwinds from the East and West darken the economic outlook

A slew of underwhelming economic data from China released this morning skews risk sentiment to the downside, as investors mull slowing China economic growth, as well as its slumping property market and receding consumer spending.
13 October 2021

Markets outlook: US dollar, CPI inflation data and earnings season in focus

This article considers catalysts to pay attention to as forward indicators of dollar’s trajectory in the coming months
12 October 2021

Macro matters: crypto to thrive the middle of economic crosswinds

The macroeconomy has a significant influence on crypto markets. Many like to believe that crypto and main markets have decoupled, but that is not true. A […]
10 October 2021

Evergrande: the canary in the coal mine

Evergrande completed a 11th hour payment to US dollar-denominated bondholders, witing the $83.5 million today (Friday) 24 hours before the property developer would have fallen into default.
1 May 2020

The future is not what it used to be

One of the enduring lessons from this shared global experience is to remind us how mutually dependent we all are for our shared prosperity and existence, writes James Wallace
5 April 2020

New blog coming soon

Exciting things may happen here soon.