Bank Credit Weekly: Asia Outperforms a More Measured US
Asia’s high yield market outperformed as US credit momentum remained more measured. A declining US dollar and investor reach for non-US yield aided...
358 Views
Bank Credit Weekly: Asia Risk Sentiment Rebounds
Risk sentiment rebounded in Asia high yield while positive momentum in the US stalled. An active primary debt market in Asia most likely...
398 Views
Bank Credit Weekly: Risk Restart
Emerging market capital inflows restarted with the beginning of the third quarter. Nonetheless, risk sentiment remained decoupled globally as...
404 Views
Bank Credit Compass: Asia’s Q2 Winners and Losers; What Looks Mispriced into H2
Alpha generation remains available within individual Asian bank bonds. We expect security selection to have a greater impact during the second half...
440 Views
Bank Credit Weekly: Risk Decoupling with China on Holiday
Risk sentiment decoupled between Asia and the US with positive momentum in Asia contrasted by negative momentum in the US. The holiday calendar...
296 Views