Op-Ed Columnists – Page 9
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Opinion
OPINION: Who's afraid of the three Cs?
Concerns that aircraft leasing is headed for a downturn appear to have given way to a more immediate challenge for the industry: cheap Chinese capital, or the three Cs.
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Opinion
OPINION: S&P's actions on ECAF are much ado about nothing
In February, ratings agency S&P Global put Element's 2015 asset-backed securities deal (ECAF 2015-1) on "CreditWatch negative", usually the precursor to downgrading a deal. Since then, there has been a lot of buzz about what this means for the securitisation market.
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OpinionOPINION: Alitalia's management will be judged on implementation
Bloomberg's 24 March report that the Italian government was consdering emergency financing for Alitalia to aid the flag carrier's latest rescue plan was hardly a surprise.
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OpinionOPINION: Does Asia Aviation Capital make sense for Korean money?
Korea Transport Asset Management (KOTAM) is in pole position to acquire AirAsia's leasing arm Asia Aviation Capital for roughly $900 million, Reuters has reported.
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Opinion
OPINION: Financiers should prepare for downturn despite buoyancy
Aviation downturns are tough to predict. They're usually caused by an exogenous shock that makes people not want to board aircraft.
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OpinionOPINION: The party continues in aircraft finance
The mood music was more upbeat in San Diego than in Dublin two months ago. Aviation finance executives took to the stage at ISTAT Americas to tell the story of an industry that still appears very healthy.
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OpinionOPINION: What an interest-rate hike means for aircraft finance
Rising interest rates will probably not become a critical issue for the traditional aircraft finance industry – but for newer sources of capital, it may be a reason to walk away.
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Opinion
OPINION: Can Ryanair's O'Leary continue to play the outsider?
Few company executives across businesses full stop, let alone the airline industry, have challenged convention, expectations and corporate image to the extent that Michael O’Leary has.
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Opinion
OPINION: Why liquidity's abundance should concern lessors
There are fears that higher interest rates may drive new investors, such as pension funds, away from aviation. However, even in a worst-case scenario of insurers and pension funds losing all interest in aviation, there is unlikely to be a funding gap, since aviation finance attracts an array of willing ...
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OpinionOPINION: The bright side of the downturn
At the recent series of air finance industry briefings and conferences in Hong Kong, there appeared to be growing consensus that the global aviation industry cycle has peaked and is on its way down – albeit one that should be manageable.
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Opinion
OPINION: Airlines – borrow now!
One thing that Donald Trump's ascension will definitely mean is change.
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Opinion
OPINION: Capital markets make a year-end comeback
Expect more capital-markets deals before year-end. That is the message from several Wall Street bankers to whom FlightGlobal has spoken lately.
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Opinion
OPINION: Fear makes the market in aviation finance
When UK member of parliament Jo Cox was killed in her constituency on 16 June, the market reaction was immediate. The British pound and the euro rallied after weeks of poor trading amid Brexit uncertainty, while the previously attractive safe haven investments such as gold and government bonds were sold ...
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OpinionOPINION: Avolon / CIT merger raises questions about consolidation
Avolon's purchase of CIT Aerospace is not a done deal yet. Despite announcing the agreement to purchase CIT Aerospace, Avolon still has some way to go until the deal closes next year.
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Opinion
OPINION: Why CIT makes sense for Avolon
In aviation finance circles, Avolon is widely considered the front-runner to buy lessor CIT Aerospace. Sources expect a deal to close within two weeks.
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Opinion
OPINION: Turkish's investors remain in need of reassurance
When Turkish Airlines launched its new mobile app in July, it said it wanted to "improve its transparent communication with its stakeholders".
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Opinion
OPINION: Training must account for somatogravic illusion risk
One of the canniest innovations in flight simulation has been the harnessing of the brain’s ability to misinterpret movement in order to generate a sense of cockpit realism.
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Opinion
OPINION: Airbus exposed to financial headwinds by SFO probe
The UK Serious Fraud Office's formal investigation into Airbus, disclosed on 8 August and centred on "irregularities" in regard to third-party consultants, is potentially immaterial unless it snowballs into guilty verdicts and scandal.
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Opinion
OPINION: Why lessors didn't place huge orders at Farnborough
Airbus, Boeing and Embraer, combined, had nearly 90% fewer firm aircraft orders from lessors at the Farnborough air show compared with 2015's Paris air show.
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Opinion
OPINION: Brexit vote threatens dire consequences for UK aviation
Peter Morris, chief economist at Ascend Flightglobal Consultancy, here teases out some of the aviation implications of the UK electorate's vote to exit the European Union