Asia HY Trade Recommendations - July 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for July includes a summary of our recommendations, as well as our high-conviction ideas. We also...
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CrossASEAN Strategy - Sinister Undertones for Indonesia from the US/China Trade War
The US-China Trade war has sent reverberations through Global Markets and the main focus seems to have been on the impact on the US economy and how...
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Lucror Analytics - Morning Views Asia - 18 Jul 2019
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
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Asia HY Monthly - Vulnerability Of Asian Credit Market To External Shocks (2019) - Lucror Analytics
In this month’s “In-Focus” section, we discuss the vulnerability of Asian credits to external shocks, with the threat this year being the...
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The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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