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China Wanda bonds halve in value since January, “Its really bad, moving in one direction”

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The Wall Street Journal with the report on Chinese shopping-mall operator Wanda Properties and the slashing of their junk bonds:

  • In January, Wanda Properties sold a $400 million bond, then another a month later, raising hopes of a junk-bond revival.
  • Now, Wanda has been downgraded, its bonds have lost half their value and no other Chinese company has sold a high-yield bond.

In the piece a fixed income trader is quoted:

  • “It’s really bad,”
  • “Think back to the global financial crisis. That wasn’t as messy as this. There was two-way action then, but this feels like things are moving in one direction.”

The Journal is gated but here is the link for more if you are interested.

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