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IMN's ‘China Bond Virtual Series’, taking place September 1-3, is a series of live virtual panels that will provide insights on how to invest in the world’s 3rd largest bond market.
Given the size and importance of China’s economy, it is very important for any investor active in emerging markets to have an understanding of Chinese monetary and economic policy. This series of webcasts will highlight these topics as well as opportunities in the domestic Chinese fixed income market. This includes corporate bonds, indices, and especially ABS (which topped over $250billion in total issuance in 2018).
In addition to the various fixed income investment opportunities in China, the series will delve deeper into the unique features and key risks foreign investors should consider. The ABS market will also be addressed in detail, including an overview of asset types (auto, consumer loans, NPLs, SME loans, factoring receivables), deal structures, the difference in the exchange versus the interbank market and regulatory developments specific to the securitization marketplace.
The event will be presented in English and the timing will allow for US Investors on the East and West Coast as well as those based in Europe to participate live.
Lead Association Supporter:
Times are reflected in Eastern Standard Time to Maximize U.S. East and West Coast and European investor live participation.
- How has the forecast for China’s GDP growth been revised amid COVID-19?
- How are investors and analysts independently measuring economic growth? What are the metrics being measured?
- industrial production, electricity output, steel output
- Tracing the shape of Chinese economic recovery post coronavirus: sharp V, U or the elongated bathtub?
- COVID related changes in Chinese consumer behavior including auto finance, online lending, and retail
- High government debt levels tied to infrastructure and construction projects; cause for concern?
- Banks’ NPL balance: Rising distressed debt volumes and government intervention
- How stable is China’s financial system? Plans re: de-leveraging the financial sector and the real economy
- Monetary policy conduct and the credit system: social/ aggregate financing and M2 (money supply measure)
- What are the main tools in the monetary war chest? i.e. 1y deposit, 1y lending, RRR, 7 Day repo rate, 3mo shibor, USDCNY fix and what is their impact on China government bond yield? What are the various scenarios in which each tool may be deployed and what is its impact on bond yield?
- Understanding China policy making process – who’s in charge and who are the executors, how does PBoC differ from western central banks
- The major monetary policy tools today, their respective functions, how they works and the key decision dates for each
- Key regulatory bodies for China’s bond market and their respective roles and functions
- What are the component of China fixed income markets, such as the markets, the types of bonds, key derivatives
- Foreign investments into China bonds – process, relevant regulators, accessible products, capital controls, FX hedging consideration
- What is the size and potential for growth of the world’s 2nd largest fixed income market;
- The China Interbank Bond Market (CIBM)
- Asset types: Chinese treasury bonds, provincial and local government bonds; central bank paper; corporate credit bonds; State Owned Enterprises; policy banks ( China Development Bank, Export Import Bank of China); commercial paper, Asset Backed Securities
- Potential for additional foreign investment given infrastructure financing needs (Belt and Road) and ability for Chinese corporate borrowers to raise capital in any foreign currency with no RMB repatriation limits
- Foreign friendly Dim Sum Bonds: issued in Hong Kong by Chinese Banks and some overseas entities, denominated in Yuan
- Bond Indices
- Which major indices now include Chinese on shore debt and government bonds? Citi, JPM, Bloomberg
- What is Bond Connect?
- Bond Connect provides mutual access between Hong Kong and mainland China’s financial infrastructure with respect to trading, custody and settlement
- Bond Connect investor momentum and scheme development since launch
- Rise of Bond Connect as a go-to access scheme for international investors
- Electronic trading platform facilitates full electronic access for price discovery, settlement and transparency in the CIBM via Bond Connect
- Introduction of CIBM in terms of assets diversity, overall size, and liquidity
- Compare and contrast the advantages of investing in the CIBM via Bond Connect versus the traditional access schemes
- How Bond Connect has lowered barriers to entry for overseas investors
- FX considerations
- Liquidity concerns
- Next steps in China access development
- Defining the interbank vs. exchange market and the regulatory landscape; defining asset backed notes and their inclusion in the interbank scheme
- Respective roles and relationships between of the PBOC, NAFMII, China Banking Regulatory Commission and China Securities Regulatory Commission in governing the ABS market
- Overview of relevant regulatory bodies applicable for individual asset classes and / or securitization regimes
- Asset types and deal structures: Autos, Consumer loans, Corporate SME loans, trade receivables, factoring/leasing receivables
- Emerging assets including CMBS and REITs
- 新兴资产类别：商业地产抵押贷款证券化 CMBS和不动产投资信托公司REITS
- Why include China in the global investment portfolio?
- Inclusion in global emerging market and government bond indices: will this become the norm and what does this mean for global investors? Do we need China in our benchmarks?
- Rates: what is the impact of a depreciating yuan on global investor appetite for onshore debt?
- What investor protections are in place?
- How easy is it to move money in and out of China?
- Public versus Private Markets in China: What are the major private equity and real estate developments in China? Where are US private equity firms investing?
- Bond Trading Challenges:
- Logistics: navigating the time zones. Is a local partner required to execute trades? How much control should you be willing to give up?
- Liquidity: how are traders managing the liquidity risk, especially for off the run bonds?
How will local bond holders respond in a short-term repo collapse and liquidity squeeze? How liquid is the secondary market in the absence of a centralized market maker?
- Duration Risk: How easy is it to employ bond futures, or interest rate SWAPS as a hedging tool?
- Inflation Risk: Profiling the current local bank holder of bonds. How interest rate and inflation risk sensitive are they? How can this impact the foreign investor?
- Term premiums: how can this effectively be measured? Is there a historical curve used for reference?
- Credit analysis: what should investors be prepared to do?
- What are the main obstacles for global investors?
- Access to the market: remaining regulatory barriers and required schemes investors must meet
- Pricing risk accurately: are current levels of disclosure and transparency sufficient in order for offshore investors to evaluate risk and return effectively?
- 执行： 时差。执行交易时是否需要本地的合作方？ 对于控制权需要放弃多少？
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Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.
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This Privacy Notice was updated on 23 May 2018
This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.
Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.
We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.
When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).
We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).
Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.
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Events & Conferences
If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.
This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.
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Advertising & Marketing
We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.
Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.
You can opt out from receiving such materials at any time.
The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).
Marketing materials are sent electronically, by post and we may occasionally call you.
Online Targeted Advertising
We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.
We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.
Lead Generation and Scoring
We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.
We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.
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We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.
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Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.
Business or Asset Sale
If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.
If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.
Additional Third Party Disclosures
We may disclose your personal data to other third parties in the following situations:
- To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
- Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
- If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).
Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.
We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.
We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:
- Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
- The business rationale for collection and expiry of the purpose for which personal data was collected;
- Our ongoing ability to ensure the accuracy of the data; and
- Legal and regulatory requirements.
We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.
You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.
You have certain rights in relation to your personal data which include the following:
Access & Portability
You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.
You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.
If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.
Rectification, Restriction, Objection
You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.
How to Exercise Your Rights
To exercise any of these rights, please contact us by post or email at the following addresses:
Euromoney Institutional Investor PLC
8 Bouverie Street
London, EC4Y 8AX
Web form: Complete Subject Data Request Form
We may need to check your identity prior to processing a request.
Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.
Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.
All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.
Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.
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