With deleveraging and capital controls haunting investors, credit risk is back in focus on the Chinese onshore market. Morgan Stanley’s Kelvin Pang, in a January 18 Asian Credit Strategy note, recommends that investors switch out of the China high yield bond market and rotate into investment grade bonds in the region “before the repricing of the credit risk premium in offshore credit.” China Debt Default Looms As Growth Options Run Out .. China’s $34 Trillion Experiment Is Blowing Up – Kyle Bass Reducing corporate leverage is a double-edged sword The deleveraging of China’s onshore bond market, which has raised concerns…
On This Page
- China Debt Default Looms As Growth Options Run Out ..
- China's $34 Trillion Experiment Is Blowing Up - Kyle Bass
- Reducing corporate leverage is a double-edged sword
- China High Yield - Off-shore investors should be careful to understand currency as well as credit risk
- China Default: First MAjor Bank Sees It As Likely Scenario
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