from Global Investing:

Anticipating the fallout from South Africa’s ratings reviews

June 10, 2014

South Africa is due ratings reviews this Friday. Chances are that the Standard & Poor's agency will cut its BBB rating by one, or possibly even two notches.  Another agency Fitch has a stable outlook on the rating but could still choose to downgrade the rating rather than the outlook. What will be the damage?

from Breakingviews:

Fannie investors may be using magic calculators

March 12, 2014

By Daniel Indiviglio and Richard Beales
The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Detroit turns bankruptcy precedents upside down

March 11, 2014

By Kevin Allison
The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Alison Frankel:

Why (most) consumer data breach class actions vs Target are doomed

By Alison Frankel
January 13, 2014

Who doesn't empathize with the 70 million Target customers whose private information was supposedly hacked? No one likes to worry about identity theft and impaired credit ratings, the odds of which, according to Reuters, drastically increase for data breach victims. But that doesn't mean Target customers have a cause of action in federal court. I don't see how the vast majority of hacked Target shoppers can get past the threshold constitutional requirement that they show an actual injury, at least under the U.S. Supreme Court's 2013 definition of injury in Clapper v. Amnesty International.

from Breakingviews:

The lowdown on China’s slowdown

July 12, 2013

By John Foley

(The author is a Reuters Breakingviews columnist. The opinions expressed are his own)

from Breakingviews:

How to cut the cord on China’s shadow banks

July 3, 2013

By John Foley

(The author is a Reuters Breakingviews columnist. The opinions expressed are his own)

from Breakingviews:

Review: Tales from China’s wild lending frontier

June 28, 2013

By Peter Thal Larsen

(The author is a Reuters Breakingviews columnist. The opinions expressed are his own)

from Breakingviews:

Rumors of credit bubble only partially exaggerated

May 28, 2013

By Agnes T. Crane and Neil Unmack
The authors are Reuters Breakingviews columnists. The opinions expressed are their own.

from Global Investing:

Asia’s credit explosion

March 22, 2013

Whatever is happening to all those Asian savers? Apparently they are turning into big time borrowers.

from Unstructured Finance:

Natural (at) selection

March 21, 2013

The answer to the moderator’s question was a resounding: yes. The question, asked to several credit hedge fund managers during a conference on Thursday, was: did you make money last year? In fact, the managers from Pine River, BlueMountain, Cerberus and Brevan Howard made a lot. But 2013 is not going to be so easy, they said.