YY Asia

In our #yyasia macro #analysis this week, we discuss #China's monetary and fiscal policies, interest rates, possible #trade dynamics with the U.S., and offer possible #investment strategies for 2025. 🔗 Read the full report here: YY Asia: Cyclical Discussion (2): The bullish debt market and Irving Fisher’s path of debt deflation (Part 2) https://lnkd.in/d8zcyfam

In the follow up to our #yyasia analysis into #China's #retail #industry, we break down the #financial performance of industry bond issuers according to revenue and profitability, assets, and debt. 🔗 Read the full report here: YY Asia: The financial situation of bond issuers in the retail industry https://lnkd.in/eHmtUqhB

🗞️ As we continue our analysis on China's paper-making industry this week, we zoom in on the financials of issuers of convertible bonds. 🔗 Read the full report here: YY Asia: The status of the paper-making industry’s operations and outstanding convertible bonds https://lnkd.in/eYyw-5km #yyasia #China #convertiblebonds #finance #paper #industry #credit

Following China Ministry of Natural Resources' Notice on improving supply of residential land in April 2024, we take a closer look at whether the policy has had an impact on the land supply market, breaking down the data across cities. For the full report click here: 🔗 YY Asia: Looking at effects of the residential land supply policy in 2024 https://lnkd.in/et-yiNxm #yyasia #China #realestate #landsupply #property #policy #analysis

With features of being #LGFVs and industrial entities, some cultural tourism entities with weak qualifications are issuing bonds for the first time. We give our take on how they can be analyzed. 🔗 YY Asia: How should new debt-issuing cultural tourism platforms be analyzed? https://lnkd.in/eER4wA-D #China #yyasia #regionaldebt #province #credit

Our latest report analyzing China's #retail industry makes a record of a list of 13 bond issuers in the industry with outstanding bond balances, providing an observation of their business scale store layouts, square footage and business model. Click here for the full report: 🔗 YY Asia: Mapping bond issuing entities and operating conditions of the retail industry https://lnkd.in/exxmAXWJ #YYAsia #Ratingdog #China #LGFV #Finance #ConvertibleBonds #HighYield #Restructuring #Bankruptcy #Credit #Research #Regional #ProvincialDebt #Industrial #Bonds #Property #RealEstate #CapitalMarkets #Banks #EmergingMarkets

Plagued by factors such as intensive capital and high pollution, #China's #papermaking industry has seen limited growth in recent years. This trend might be set to change as industry leaders call for price increases. We take a closer look in our latest #analysis. YY Asia: The economic prosperity of China’s paper industry https://lnkd.in/eDSHsFBi #credit #research #cyclical #yyasia #emergingmarkets #trends #industry

In our latest report, we delve into how various industries of China's economy fared in November. We also analyze export strength and how social financing has fared. Full report here: 🔗 YY Asia: An overview of China's economic data in November https://lnkd.in/e-4stAbE #YYAsia #Ratingdog #China #LGFV #Finance #ConvertibleBonds #HighYield #Restructuring #Bankruptcy #Credit #Research #Regional #ProvincialDebt #Industrial #Bonds #Property #RealEstate #CapitalMarkets #Banks #EmergingMarkets

#China's #realestate market saw a slight improvement in December, as seen from a 53.2% month-on-month increase in amount of land acquired for the month, while sales of the top 100 developers increased steadily over the months as 2024 wrapped up. For more #insights of our #yyasia #analysis into China's #land acquisition and #property, see here: 🔗 https://lnkd.in/e6qxnJSF

TGIF! This week, we continue our analysis into securities firms. Some points of discussion include scale of the industry and different business offerings, and summarizes risk factors within small- and medium-sized securities firms worth watching out for. Read more here: 🔗 https://lnkd.in/e3pzVYey #YYAsia #Ratingdog #China #Finance #Securities #HighYield #Credit #Research #Regional #Bonds #CapitalMarkets #Banks #EmergingMarkets