Asian Bank HY Credit Weekly: Pockets of Opportunity
Roses are red, liquidity rings true. Although we agree with Guggenheim Partners chief investment officer Scott Minerd’s perspective that “yields...
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Bank of East Asia's LAC Capital Challenge and Short-Callable AT1s
On a relative value basis, Bank Of East Asia's (23 HK) (BNKEA) short-callable Additional Tier 1(AT1) US$-bond has underperformed its peers and its...
537 Views
Asian Bank HY Credit Weekly: Liquidity Overpowers Coronavirus in Credit
Liquidity changes everything. Liquidity dominated global credit markets this week creating a FOMO (fear of missing out) investor environment,...
536 Views
Asian Bank HY Credit Weekly: The Novel Coronavirus and Credit
The novel coronavirus (nCov-2019) is likely to pressure greater-China and China trade area risk assets over the near term, if the economic and...
516 Views
Asian Bank HY Credit Weekly: New Issuance and Asian Credit Spreads
Spread tightening continued apace as investors put money to work in the global new issue market while questioning the sustainability of recent...
507 Views