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24.06.25 - 07:06
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Chinese firms drive US$13 billion Asian boom in convertible bonds (SCMP)
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Issuance of equity-linked debt, including convertible bonds, could hit a record high in Asia-Pacific this year, driven by Chinese firms seeking lower-cost funding and investors betting on market gains amid global volatility, according to bankers.
So far this year, investors have shown a strong appetite for US$10 billion in convertible and exchangeable bond offerings by issuers from mainland China and Hong Kong, including Baidu, Ping An Insurance (Group) and Chow Tai Fook Jewellery Group – even......
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20.06.25 - 11:45
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US-Staatsanleihen als Waffe Chinas? (Commerzbank)
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Immer wieder taucht die Frage auf, ob China seine beträchtlichen Bestände an US-Staatsanleihen als Waffe im Handelskonflikt mit den USA einsetzen könnte. Allerdings ist die Bedeutung Chinas für den Treasury-Markt bereits deutlich gesunken, und ein Ausverkauf der US-Anleihen könnte China selbst schaden. Darum dürfte diese Waffe wohl kaum zur Anwendung kommen..
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12.06.25 - 12:31
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US-Rentenmarkt bleibt trotz China-Einigung angespannt (Anleihencheck)
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Frankfurt (www.anleihencheck.de) - Am US-Rentenmarkt blieb die Situation auch nach der Zoll-Einigung mit China fragil, so die Analysten der DekaBank in ihrer aktuellen Ausgabe von "Volkswirtschaft Prognosen".
Zu viel Anlegervertrauen sei seit dem Amtsantritt der US-Regierung im Januar 2025 verspielt worden. [mehr]...
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09.06.25 - 15:36
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Key Events This Week: CPI, US-China Trade Talks, Treasury Auctions (ZeroHedge)
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Key Events This Week: CPI, US-China Trade Talks, Treasury Auctions
The highlight this week will be US CPI on Wednesday and a resumption of trade talks between the US and China today in London. Bessent, Lutnick and Greer are set to meet Chinese representatives at the meeting today. So it's all the big guns from the US administration. DB's Jim Reid reminds us that the monthly 30-yr UST auction on Thursday will also be a heavy focus with all the attention on the long-end in recent weeks. There's a 10yr auction the day before as well. So a good test of demand as the fiscal bill meanders its way through Congress.
Before we preview the CPI release the other main highlights this week are the NY Fed 1-yr inflation expectations today; US NFIB small business optimism, UK employment data and Danish and Norwegian CPI tomorrow; that CPI, the 10yr UST auction and the UK Spending Review on Wednesday; US PPI, US jobless claims, UK monthly GDP, the 30yr UST auction and my birthday on Thursday; and the UoM c...
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04.06.25 - 06:42
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China′s Ping An raises US$1.5 billion from convertible bonds to fund growth (SCMP)
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Ping An Insurance (Group), China's largest insurer by market capitalisation, plans to raise HK$11.77 billion (US$1.5 billion) via convertible bonds to fund the growth of its core business and support its healthcare initiatives.
The zero-coupon note due in 2030 is the biggest convertible bond denominated in US dollars or Hong Kong dollars by a Chinese company this year, according to Bloomberg data.
It follows a US$690 million convertible senior note by video-sharing services provider Bilibili and......
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24.05.25 - 16:54
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Sendet Schockwellen: Chinas schleichender Ausstieg aus US-Staatsanleihen (Wallstreet-Online)
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China zieht sich in aller Stille, aber konsequent aus einer der wichtigsten Rollen im globalen Finanzsystem zurück: der des größten Halters von US-Staatsanleihen. Von seinem Höchststand im Jahr 2013 mit über 1,3 Billionen US-Dollar hat China seinen Bestand inzwischen nahezu halbiert. Der schleichende Rückzug unterstreicht, wie verwundbar die USA durch ihre stetig steigende Verschuldung geworden sind..
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20.05.25 - 08:42
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China and Australia cut interest rates; Greggs sales improve as Mac and Cheese goes viral – business live (The Guardian)
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China cuts its benchmark lending rates for the first time since October, following Beijing's sweeping monetary easing measuresGood morning, and welcome to our rolling coverage of business, the financial markets and the world economy.China's and Australia's central banks have both cut interest rates to stimulate their economies and cushion the impact of US trade tariffs.The central bank is likely to switch to a wait-and-see approach in coming months unless external geopolitical risks deteriorate enough to extinguish hopes that the economy can stabilise.Inflation is in the target band and upside risks appear to have diminished as international developments are expected to weigh on the economy.The board assesses that this move will make monetary policy somewhat less restrictive. It nevertheless remains cautious about the outlook.9am BST: Bank of England chief economist Huw Pill speech10am BST: Eurozone construction output for March Continue reading......
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