8月22日盘中简报
本周五,美联储主席耶伦(Janet Yellen)将在Jackson Hole发表演讲,因为潜在的加息风险,美国国债在亚洲时段走低,继续近期的弱势。亚洲信用债市场今天比较安静,Itraxx Asia指数没有变动。中国高评级公司信用债+/-2bps,中国高收益信用债+/-0.125pt。因为腾讯成为其最大股东,京东今天表现强势,信用债收窄10-12个基点。华南城宣布将在国内债券市场发行22亿人民币在岸债券。光大银行今天开始路演,为发行美元债券做准备。
CHINA CREDIT: Treasuries have been trading lower as we see weak action during these days given the market is eyeing on Yelle's speech at Jackson Hole on this Friday. Another quiet session in Asian credit and Itrx Asia unchanged, China IG +/-2bps and China HY +/-0.125pts. Outperformer of the day was JD whose bonds tightened by 10-12 bps after the announcement that Tencent increased its stake up to 21.25%. China South City announced that it would raise CNY2.2bn via onshore bonds. China Everbright started its roadshow for US$ RegS bonds.