Chinese companies rush to tap convertible bond market

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Alibaba and Ping An among corporates attracted to cheaper form of financing

Chinese companies are issuing convertible bonds at a record rate this year, as they hunt for cheap forms of financing and a way to boost their offshore cash balances. Ecommerce company Alibaba, which in May raised one of the largest convertible bonds on record at $5bn, and insurer Ping An, which raised $3.5bn in July, are among companies driving the rush to issue a form of debt that surged in popularity in western markets during the coronavirus pandemic.

Corporates, meanwhile, are increasingly embracing buybacks as a way of helping their share price performance and becoming more investor-friendly. Stock buybacks on mainland exchanges are still on track for a record high in 2024. Another key driver of issuance by mainland Chinese companies is to hold cash offshore, at a time when mainland regulators are making it tougher to move money outside the country.

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