Emerging Market Banks: Measuring Their Response and Resilience to the Tougher Credit Quality Outlook
Banks in EM need to be prepared for the deteriorating credit quality outlook, as the Covid-19 driven contraction in GDP growth and economic...
502 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...
458 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...
487 Views
KB & Carlyle Partnership: Opportunity to Trade on KB/Shinhan Pair
KB needs money to complete the Prudential Life acquisition. Carlyle requires a fresh restart in Korea's private equity market. So, each has what...
536 Views
China Construction Bank: Prospective 10nc5 Tier 2 Bond Is Likely to Be Good Value for the Issuer
China Construction Bank's (CCB) prospective new issue Tier 2 bond is likely to price very close to its existing 2024 callable Tier 2 bond. A flat...
496 Views