Panda Bonds Are Back: What China’s Re-opened Onshore Market Means for Russian Issuers, the RMB—and Sanctions Politics China Revives Panda Bonds for Russian Energy Firms.Beijing is reopening its onshore RMB market to Russian issuers. Here’s how Panda bonds work, who benefits, the risks, and what’s next for RMB globalisation. - Dr.Sanjaykumar pawar Table of contents Executive summary What are “Panda bonds,” exactly? Why this reopening is happening now What changes for Russian corporates (especially energy) What’s in it for China and the RMB How Panda issuance works step-by-step (rules, ratings, disclosures) Market size, liquidity, and pricing context Key risks: sanctions, compliance, and execution pitfalls Data snapshot & quick visuals Strategic scenarios: best case, base case, bear case Analyst take: our view on timelines, volumes, and pricing Conclusion FAQs Sources 1) Executive summary For the first time since 2017 , China has reopened ...
Markets Rally on Fed Rate-Cut Hopes: What Weak U.S. Jobs Data Really Means for Stocks, Bonds, and Your Portfolio - Dr. Sanjay kumar pawar Weak U.S. jobs data sharpened expectations the Federal Reserve will cut rates soon—sending stocks up and bond yields down. This in-depth analysis breaks down the data, explains the market mechanics, shows where opportunities and risks lie, and answers common investor questions. Sources: BLS, Federal Reserve, CME, Reuters, Bloomberg, U.S. Treasury. Table of Contents Executive Summary What Just Happened: The Data That Moved Markets Why “Bad News” Sparked a Rally: The Rate-Cut Transmission Mechanism The Bond Market’s Signal: Yields, Term Premiums, and Duration Equities Playbook: Who Benefits—And Who Doesn’t The Dollar, Credit, and Commodities: Second-Order Effects What the Fed Has Said (and Not Said) Key Charts & Data Table Risks to the Rally: Three Things That Could Upend the Narrative Actionable Takeaways FAQ Conclusion...