CreditSights News & Blog

Treasury 10-year real yield tops 2% for the first time since 2009 BNN Bloomberg

Treasury 10-year real yield tops 2% for the first time since 2009

The U.S. bond market selloff resumed Monday, driving 10-year yields to a 16-year high.

Siobhan HodsonArticle published date: August 21, 2023

SMC can weather risks related to soaring capex, says Fitch unit Inquirer.net

SMC can weather risks related to soaring capex, says Fitch unit

CreditSights maintained its stable debt outlook for billionaire Ramon Ang-led SMC despite the conglomerate's soaring…

Siobhan HodsonArticle published date: August 21, 2023

Top-tier PH banks still favored by CreditSights Manila Times

Top-tier PH banks still favored by CreditSights

Bigger banks in the country are still expected to perform better than their smaller counterparts…

Siobhan HodsonArticle published date: August 19, 2023

Turmoil at Zhongzhi sparks alarm over China’s $3tn shadow finance sector Financial Times

Turmoil at Zhongzhi sparks alarm over China’s $3tn shadow finance sector

Finance giant’s missed payments to investors fuel concerns of spillover effect from property slowdown.

Siobhan HodsonArticle published date: August 17, 2023

Rising rates are hurting highly leveraged borrowers, CreditSights says Bloomberg

Rising rates are hurting highly leveraged borrowers, CreditSights says

Rising interest rates are squeezing issuers of junk debt, signaling economic strain, according to Winnie…

Siobhan HodsonArticle published date: August 17, 2023

Apollo, Goldman deals thaw preferred shares’ post-SVB freeze Bloomberg Law

Apollo, Goldman deals thaw preferred shares’ post-SVB freeze

The market for new preferred shares in the U.S. is reopening after a near half-year…

Siobhan HodsonArticle published date: August 16, 2023

Why the Fed could eventually cut interest rates again Marketplace

Why the Fed could eventually cut interest rates again

What kind of conditions would warrant a rate cut instead of a rate hike?

Siobhan HodsonArticle published date: August 15, 2023

Goldman, BofA tap high-grade bond market before summer lull Bloomberg

Goldman, BofA tap high-grade bond market before summer lull

Bank of America, Goldman Sachs and regional lender Huntington Bancshares Inc. brought fresh debt offerings…

Siobhan HodsonArticle published date: August 14, 2023

Biggest Treasury ETF sees largest exodus since 2020 meltdown Bloomberg

Biggest Treasury ETF sees largest exodus since 2020 meltdown

Investors are bailing out of the biggest exchange-traded fund devoted to Treasuries at the fastest…

Siobhan HodsonArticle published date: August 14, 2023

Assessing the health of China’s banking industry Bloomberg

Assessing the health of China’s banking industry

Pramod Shenoi, head of Asia Pacific financials research at CreditSights, discusses the state of China's…

Siobhan HodsonArticle published date: August 14, 2023

In search for Hawaii fires cause, lawyers probe power lines Bloomberg

In search for Hawaii fires cause, lawyers probe power lines

While the cause of the deadly Maui fires remains under investigation, lawyers are sending experts…

Siobhan HodsonArticle published date: August 12, 2023

AT1 holders wiped out in UBS deal are angry as backstop ends Bloomberg Law

AT1 holders wiped out in UBS deal are angry as backstop ends

Credit Suisse additional tier 1 bondholders are furious after UBS Group AG said it won't…

Siobhan HodsonArticle published date: August 11, 2023

Country Garden crisis brings new pain to China’s property sector Financial Times

Country Garden crisis brings new pain to China’s property sector

Turmoil at Cina's largest private developer comes as Beijing struggles to revive the economy.

Siobhan HodsonArticle published date: August 11, 2023

CreditSights’ Zeng on Alibaba Earnings Outlook Bloomberg

CreditSights’ Zeng on Alibaba Earnings Outlook

Zerlina Zeng, senior credit analyst for CreditSights, discusses why Alibaba is one of her top…

Siobhan HodsonArticle published date: August 10, 2023

World’s onetime youngest female billionaire sees wealth plunge 82% as default risks grow Forbes

World’s onetime youngest female billionaire sees wealth plunge 82% as default risks grow

"Country Garden's ability to pay remains very uncertain at this point," says Nicholas Chen, a…

Siobhan HodsonArticle published date: August 10, 2023

Another Chinese developer teeters, raising worries about the economy New York Times

Another Chinese developer teeters, raising worries about the economy

Remember China Evergrande, that Chinese real estate behemoth whose mountain of debt sent global markets…

Siobhan HodsonArticle published date: August 9, 2023

Muni-bond auctions are disappearing as volatility rattles market Bloomberg Law

Muni-bond auctions are disappearing as volatility rattles market

"The increased volatility in the marketplace and the increase in the yield environment means there's…

Siobhan HodsonArticle published date: August 9, 2023

Country Garden, China’s largest surviving developer, sinks into debt crisis Wall Street Journal

Country Garden, China’s largest surviving developer, sinks into debt crisis

Country Garden Holdings, a 31-year-old property developer that had been lauded by China's authorities as…

Siobhan HodsonArticle published date: August 8, 2023

The curious case of SBB’s earnings double take Financial Times

The curious case of SBB’s earnings double take

Samhällsbyggnadsbolaget i Norden, the Swedish property company commanly referred to as SBB, has published second-quarter…

Siobhan HodsonArticle published date: August 8, 2023

Country Garden misses bond payments as China property fears flare Reuters

Country Garden misses bond payments as China property fears flare

"The fact that (Country Garden) is struggling to address an interest payment, rather than a…

Siobhan HodsonArticle published date: August 8, 2023