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Calculating a futures trade - The Hindu BusinessLine

China Is Hot Again as Foreign Bond Buyers Yearn for Yield

May 14 2021, 6:09 AM May 11 2021, 4:30 AM May 14 2021, 6:09 AM (Bloomberg) Chinese debt is back in favor with overseas investors. (Bloomberg) Chinese debt is back in favor with overseas investors. After the nation’s government bonds suffered their first outflow in two years in March, foreigners added 52 billion yuan ($8.1 billion) to their holdings in April, bringing the total to a record 2.1 trillion yuan, data compiled by ChinaBond show. In a game-changing shift compared by some to the birth of the euro yuan-denominated debt has emerged as a refuge during this year’s global bond rout. Investors looking for diversification have piled in, seeking its relatively high yields and low correlation to other markets. While that partially reversed in March, as rising U.S. yields dimmed Chinese bonds’ appeal, the quick turnaround has underscored the resilience of demand and China’s growing clout since opening its fixed-income market.

Cómo ganar dinero cuando el dólar está planchado

Cómo ganar dinero cuando el dólar está planchado
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Foreign currency corporate borrowing: Risks and policy responses

Atish R. Ghosh, Jonathan D. Ostry, Mahvash S. Qureshi Non-financial corporations in emerging market economies (EMEs) increasingly rely on foreign currency debt for financing. Since the global crisis of 2008, the amount of dollar-denominated debt of EME corporations has quadrupled. 1 Research has shown that interest rate differentials between EMEs and the US have contributed significantly to this phenomenon (Bruno and Shin 2017). In essence, EME corporations prefer to borrow in foreign currency when there is a ‘carry’, meaning foreign interest rates are low relative to domestic interest rates. This carry trade borrowing leaves the firms exposed to sudden stops in capital flows and associated currency depreciations (Bruno and Shin 2020). More broadly, the accumulation of external debt on private balance sheets can lead or contribute to currency depreciation spirals and thereby poses risks for EME growth and financial stability (Acharya et al. 2015, Du and Schreger 2017). These i

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