Today’s headline could be describing the aircraft leasing sector: Leasing companies in China are attracted to the sector for the stable US Dollar income that diversifies risk, while in the USA and Europe it is the opposite as regulators are forcing certain companies to divest the asset rich, but debt heavy leasing operations. To reiterate what has been said here many times before: the aircraft leasing sector development is driven far more by regulatory pressures these days than anything else. So it is that once again the usual suspects are reported to be circling around the next great leasing sell-off
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