Jonathan Rogers


For Japan, Abenomics isn’t going away - it will just get better  

For Japan, Abenomics isn’t going away - it will just get better  

(ATF) “Suganomics” might just succeed in Japan where “Abenomics" failed. Each are easy cliches, used to describe the country’s prevailing and preceding economic eras under two successive prime ministers, but like most overworked sayings, the two terms encapsulate a truth.In this case it’s the fact that Japan is in desperate …

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After a year lost to coronavirus, 2021 already looks exhilarating 

After a year lost to coronavirus, 2021 already looks exhilarating

(ATF) After its disappearance last year, exhilaration will return in 2021. Any qualitative review of 2020, whether in human or capital markets terms, is doomed to cliché already, simply under the burden of the coronavirus as it unleashed its deadly charms.So forget 2020 and its endless dramas with which we …

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China’s debt market contradiction will be a high-stakes game

China’s debt market contradiction will be a high-stakes game

(ATF) China’s bond market is mired in a state of somewhat grotesque self-contradiction.On the one hand there been a full-on opening of doors to foreign participation – from the marquee credit ratings agencies, to the big-hitter investment banks (now able to take sole lead on onshore bond deals) to easy …

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Ant in Wonderland: IPO fiasco’s reality problem

Ant in Wonderland: IPO fiasco’s reality problem

(ATF) The Ant Group IPO was supposed to be a rollicking, barnstorming success – the biggest in the history of public equity markets, a virile marker of China’s relentless rise in economic and capital markets terms and a salutation to the country’s unrivalled embrace of financial technology and the advance …

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Forget geopolitics, self-interest comes first for Asia-focused banks

Forget politics, self-interest comes first for Asia-focused banks

(ATF) Against the loud background noise of geopolitics, reason will prevail as big lenders set sights on ChinaOn the subject of the Hong Kong Security Law imposed by China in June to much noise from within the city-state and without, in the United States and United Kingdom, I have no …

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ESG revolution goes from quiet to loud - VERY LOUD

ESG revolution goes from quiet to loud, very loud

(ATF) It wasn’t so very long ago – no more than three years or thereabouts – that the emergence of environmental, social and governance (ESG) factors as crucial inputs within the international investment arena was described as representing a “quiet revolution.” Not so anymore. As was confirmed in a digital …

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