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Alvin Cheng -

Article 4 min read

A shelter from the storm, for now: China’s bond market set to open further

When global fixed income investors scrambled for cover last month, China’s onshore bond market was a rare haven with low volatility and no liquidity crunch.

Alvin Cheng + 5 others | 23 April 2020

Blog 3 min read

China tiptoes down easing street with rate reform

While the Fed and ECB are signaling more rate cuts and quantitative easing to come, China’s central bank has been taking a more cautious approach.

Alvin Cheng + 2 others | 2 October 2019

Article 4 min read

No pain, no gain: Chinese defaults are rising and recovery rates are falling

Part of a white paper offering in-depth research on defaults in China - why they are happening and what investors should do about it.

Alvin Cheng + 4 others | 16 September 2019

Blog 3 min read

Is seven an unlucky number for China’s currency?

China’s renminbi weakened past the seven per US dollar mark for the first time in more than ten years.

Bryan Collins + 4 others | 5 August 2019

Blog 3 min read

In Baoshang Bank takeover, China takes aim at moral hazard

The recent move by regulators in China to take over Baoshang Bank marks a significant event in the development and liberalisation of China’s capital markets.

Alvin Cheng + 1 other | 5 June 2019

Blog 2 min read

China’s stimulus is working, but credit markets hold longer-term risks

The credit stimulus measures that China began last summer are starting to reach a critical mass, but transmission to the real economy remains patchy.

Forest Shultz + 4 others | 18 April 2019

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