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Transcript: 2018 IG & Crossover Conf-Basics Panel

Transcript: 11 Dec 2018, 5:51 AM ET - We present a transcript of the Basic Industries Panel discussion given at the CreditSights Investment Grade & Crossover conference on December 4, 2018.

Metals & Mining ESG: Sector View and Ratings

Sector Analysis: 26 Nov 2018, 9:04 PM ET - We are following up on the formal launch of the CreditSights ESG investment framework with an in-depth look at ESG issues in the metals & mining sector.

HK/SG Conference 2018: Commodities

Transcript: 06 Aug 2018, 6:14 AM ET - Transcript of our commodities presentation from CreditSights' SG/HK conferences outlining our top-down views on commodities and single name recommendations.

US Strategy: Tariffs as Repricing Event?

Strategy Analysis: 01 Mar 2018, 9:40 PM ET - The market has been building in very low odds of a trade war event, a NAFTA withdrawal, or a significant escalation of tit-for-tat trade retaliations on a broader scale.  The odds-makers just got a fresh load of input.

Steel: China's Tangshan Extends Production Curbs

Worth Watching: 26 Feb 2018, 9:10 PM ET - Steel: Tangshan, one of China's largest steel-making cities in the northern Hebei province, announced it will prolong measures to curb pollution by another eight months. Earlier Bloomberg reports had suggested a two month extension (see: Steel: Wi ..

Steel: Winter Curtailment Extension?

Worth Watching: 01 Feb 2018, 9:26 PM ET - Steel: According to a report from Bloomberg, the provincial government of Hebei is considering whether to extend the winter curtailment period beyond March for another two months to further curb pollution. The central government mandated a 50% red ..

Iron Ore: China Imports Falls in October

Worth Watching: 08 Nov 2017, 1:45 PM ET - Iron Ore: October imports of iron ore into China were 79.5 mt, down 23% MoM and 2% YoY. This is the lowest amount since February 2016, although YTD imports of 896 mt are still up 6% over the prior year period. The dramatic fall of imports was driv ..

Metals: China 2Q Expansion Provides Boost

Worth Watching: 17 Jul 2017, 7:09 PM ET - Metals: China's National Bureau of Statistics released 2Q economic indicators that largely exceeded estimates, providing additional positive sentiments about the pace of industrial growth and resulting in a rally in metal prices today. Copper pric ..

CreditSights 12th Annual European Conference

Announcement: 29 Nov 2016, 8:54 PM ET - Download our Conference Mobile App for our upcoming event on Friday 9th December 2016.

Metals & Mining 2016 Outlook: Margin Meltdown

Sector Outlook: 20 Jan 2016, 11:11 PM ET - We analyze the broad trends within the sector, delve into sub-sector developments, and then examine name-specific recommendations.

Using the New E-Mail Alerts System

Announcement: 18 Feb 2015, 11:28 PM ET - CreditSights launched its new beta e-mail Alerts system on  Mon, February 23rd. A new interface allows users to manage their e-mail  Alerts. This is a user guide for managing your e-mail Alerts in the new system.

Announcing CreditSights' New E-Mail Alerts System

Announcement: 12 Feb 2015, 11:27 PM ET - CreditSights announced the launch of its new beta e-mail Alerts system on Monday, February 23rd. Your previous e-mail Alert preferences will be carried over into the new beta e-mail Alerts system.

Chinese High Yield: Currency Exposure

Strategy Analysis: 09 Jun 2014, 8:58 PM ET - The RMB's recent depreciation against the $ reminds us that Chinese $ bond issuers face some foreign currency risk.  Which credits would be most exposed to exchange rate movements? 

Outlook 2014: Global Metal Markets

Strategy Outlook: 05 Jan 2014, 10:19 PM ET - We continue our 2014 Outlook series by looking at trends in commodities, focusing first on key metals markets.

Asian Corporate Perpetuals: Risky Business

Strategy Analysis: 22 Aug 2013, 9:10 PM ET - Corporate perps are fairly new to Asia, but the asset class looks here to stay.  From a borrower's standpoint, the indefinite maturity and optional interest deferral of perps are clear perks. But what are the benefits for investors? 

Asian New Issuance 1H13: Hit the Brakes

Strategy Analysis: 05 Jul 2013, 2:11 AM ET - Asian new issuance ground to a near standstill in June amid the market sell-off, but 1H13 issuance still hit record levels thanks to the strong supply during the first 5 months of this year.  

Initiating Coverage On Vedanta Resources (Part I)

Company Spotlight: 01 Jul 2013, 9:22 PM ET - Vedanta is one the largest high yield issuers and miners in Asia. In Part I , we look at the company's credit strengths, weaknesses and FY14 earnings and capex outlook. We initiate with a Market perform recommendation through the curve.
Focused

CITIC Pacific: Bond Investor Roadshow

Worth Watching: 13 Mar 2013, 3:30 AM ET

Asian Issuance: Bumper Crop

Strategy Analysis: 21 Oct 2012, 9:31 PM ET - 2012 has been a record year for $ bond issuance in Asia ex-Japan, with $108 bn of new supply year-to-date.  Borrowers are still rushing to issue, with just over a month to go before the primary markets effectively close for the year.  

Asian 1H12 Issuance: Half-Time's Over; Kick-Off!

Strategy Analysis: 15 Jul 2012, 9:13 PM ET - 2012 looks set to be  a record year for Asia ex-Japan $ bond issuance, despite a slowdown at the end of 1H12.  Issuance totalled  $73bn during 1H12 alone, compared with $84bn during the whole of 2010, currently the highest year on record.

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