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Please find attached our weekly newsletter, The Context, from Financial Intelligence. The Context contains a selection of thought leadership articles from around the globe, spanning a host of asset classes to give you value-added insight into key themes affecting fund flows, macroeconomics, and markets. As always, all feedback is greatly appreciated, so please do get in touch if you have any comments or suggestions. We hope you find it useful!

For the pdf, please click THE CONTEXT.

Recommended Articles

  • IGM Credit, IGM FX and Rates

    China Insight: Is a SARS Repeat on The Way?

    By Tim Cheung 23 Jan 2020

    According to the report of the Wuhan Municipal Health Commission, as of Beijing morning 22 Jan 2020, there are more than 400 confirmed cases of the Wuhan coronavirus nationwide. Meanwhile, Taiwan, Korea, Thailand, Japan and the United States also reported confirmed cases of the virus. There are growing fears that an outbreak of the virus will happen across Asia very soon, just like SARS in 2003. Looking at the Wuhan coronavirus outbreak, we find it necessary to draw on some experiences from SARS in 2003 in terms of the possible impact on the China/HK markets in coming months. After all, the genetic sequence of the Wuhan coronavirus is 80% similar to the SARS virus found in bats, civets and humans (as per K.Y. Yuen, the Chair of Infectious Diseases of the University of Hong Kong's Department of Microbiology) and the two syndromes also look very close in terms of the timing of outbreak. The Wuhan coronavirus outbreak is getting worse with more suspected and confirmed cases reported. More importantly, with the mass movement of population for Lunar New Year (LNY) getting underway we inevitably will see a sharp acceleration of transmission over the next 2-3 weeks. As such, we won't be surprised if the number of confirmed cases is already in 4-digit territory by the end of LNY holiday in mainland China. With reference to the pace of growth in the confirmed cases, many experts believe the Wuhan coronavirus now is still in the initial stage of the outbreak. Assuming it develops in a similar manner as SARS did in 2003 (chart 1), we probably will not see the peak of the number of new cases until March or April.      

    Topics Industry News

  • IGM FX and Rates

    China Insight: Is a SARS repeat on the way ?

    22 Jan 2020

    China Insight: Is a SARS repeat on the way ?

  • IGM Credit, IGM FX and Rates

    China Insight: Property Bonds See Decreasing Net Supply From Now On

    By Tim Cheung 21 Jan 2020

    Both Chinese property stocks and bonds were doing well in Q4 last year due to an increase in home mortgage loans in percentage terms in the banking sector's aggregate loan portfolio (chart 1). This is largely attributed to a recovery of home demand.      

    Topics Industry News

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