Asia HY Monthly - Takeaways From China's Two Sessions (2020) - Lucror Analytics
From an investor’s perspective, the month of May was dominated by two issues: the likely rate of the post-pandemic economic recovery, and mounting...
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Asia HY Trade Recommendations - May 2020 - Lucror Analytics
The Asia HY Trade Recommendations report for the month of May includes a summary of our recommendations. The report also features relative-value...
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CrossASEAN Strategy - The Penny Drops for Indonesia - Buy Staples
It's been two months since Indonesia admitted that COVID-19 had reached its hallowed shores. The country started to encourage social distancing...
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The Week That Was in ASEAN@Smartkarma - Singapore Banks, Indonesian Media, and Thai Deals
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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Asia HY Monthly - Impact Of COVID-19 On Investment Strategy - Lucror Analytics
The global economic impact of COVID-19 deepened in April, with many countries now expected to see GDP contract in 2020. That said, credit and...
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