|
Fecha | Tipo de Informe |
Título
|
Emisor/Entidad
|
|
08 Dec 2023
|
Sector In-Depth
|
Cross Sector – China: China will be more selective in providing support to state-owned enterprises
|
|
|
14 Nov 2023
|
Sector In-Depth
|
Cross Sector – China: Slowing growth intensifies spillover effects of long property market downturn
|
|
|
21 Sep 2023
|
Sector In-Depth
|
Banks – China: Big four banks will maintain ample funding and liquidity in the next 12-18 months
|
|
|
21 Aug 2023
|
Sector In-Depth
|
Macroeconomics – China: Medium-term growth outlook will reflect effectiveness of economic rebalancing
|
|
|
03 Aug 2023
|
Sector In-Depth
|
Property – China: Strong demand and government policies will drive expansion of rental housing
|
|
|
05 Jun 2023
|
Sector In-Depth
|
Property – Hong Kong SAR, China: Retail recovery will lift earnings despite weaker office and residential outlook
|
|
|
10 May 2023
|
Sector In-Depth
|
Nonfinancial Companies – Asia (ex Japan): Elevated portion of B3N companies reflects weak liquidity, defaults and restructurings
|
|
|
27 Apr 2023
|
Sector In-Depth
|
Macroeconomics – Asia-Pacific: China's reopening will support growth in region, aiding recovery in some sectors
|
|
|
05 Apr 2023
|
Sector In-Depth
|
Office Real Estate Investment Trusts – Australia: Rated REITs will maintain credit quality despite office asset value reductions
|
|
|
15 Mar 2023
|
Sector In-Depth
|
Nonfinancial Companies – China: Reopening supports credit quality but weak exports and property weakness are key risks
|
|
|
02 Mar 2023
|
Sector Comment
|
Credit Conditions – China: Reopening to boost transport, consumer-facing sectors; banking sector strains linger
|
|
|
03 Feb 2023
|
Sector Comment
|
Property – Hong Kong SAR, China: Full reopening of border is credit positive for Hong Kong property companies
|
|
|
19 Jan 2023
|
Infographic
|
Infographic: 2023 Outlook – Chinese property market weakness will persist, dragging on credit quality in multiple sectors
|
|
|
12 Jan 2023
|
Sector In-Depth
|
Construction – China: Companies' leverage will edge up in 2023 amid rising infrastructure investments
|
|
|
30 Nov 2022
|
Sector Comment
|
Property – China: Measures to support equity financing are credit positive for Chinese developers
|
|
|
02 Nov 2022
|
Sector In-Depth
|
Industrial – China: Offshore refinancing risks are manageable for most rated industrial POEs
|
|
|
15 Sep 2022
|
Sector In-Depth
|
Government Policy – China: Rising state role in PE market boosts some sectors but brings about credit risk
|
|
|
31 Aug 2022
|
Sector Comment
|
Government Policy – China: Slower growth prospects raise credit pressure across the board
|
|
|
15 Aug 2022
|
Sector In-Depth
|
Asset management companies – China: Aiding property sector will hurt profitability and capital but lower asset risks
|
|
|
14 Jun 2022
|
Sector Comment
|
Government Policy – China: Credit pressure rises for wide range of issuers as Omicron outbreak hurts growth
|
|
|
31 May 2022
|
Sector Comment
|
Inside China with Moody's — May 2022: Heard from the Market: Current measures insufficient to support growth at target rate
|
|
|
27 Sep 2021
|
Sector In-Depth
|
Credit Conditions – China: Government actions on Evergrande likely to avoid financial, social instability but not preclude economic costs
|
China Evergrande Group
|
|
19 Jul 2021
|
Sector Comment
|
Asset Management – China: China-focused asset managers to benefit as global investors seek more exposure
|
|
|
15 Jun 2021
|
Issuer Comment
|
BlackRock, Inc.: Newly won access to China's domestic market is credit positive
|
BlackRock, Inc.
|
|
15 Apr 2021
|
Sector Comment
|
Property – China: Removal of household registration limit in large cities is credit positive for developers
|
|
|
30 Sep 2019
|
Sector In-Depth
|
Quarterly China Shadow Banking Monitor (Slides)
|
|
|
20 Jun 2019
|
Sector In-Depth
|
Quarterly China Shadow Banking Monitor (Slides)
|
|
|
18 Mar 2019
|
Sector In-Depth
|
Quarterly China Shadow Banking Monitor
|
China, Government of
|
|
03 Dec 2018
|
Sector In-Depth
|
Quarterly China Shadow Banking Monitor
|
China, Government of
|
|
20 Aug 2018
|
Sector In-Depth
|
Quarterly China Shadow Banking Monitor
|
|