Bank Credit Weekly: Powell Put Strengthens in Asia While Still Waters Run Deep
: Still waters run deep. Do not be fooled by calm appearances. Asia’s high yield market outpaced the US as risk sentiment diverged following the...
363 Views
China Banks – Muted Profit Delta
The profile for provision expenses and profits at China's banks during 1H20 is wholly different to many others globally.
458 Views
HSCEI Dividends: Multiple Catalysts to Drive Fair Value Changes
With multiple catalysts driving fair value estimates, there will be significant trading opportunities in the HSCEI 2021 dividend futures.
449 Views
Bank Credit Compass: September Expectations and August Performance in Asia
We may be closer to market tights in terms of credit spreads than we expected one week ago. We are not convinced that the Fed can meet its new.. .
410 Views
Bank of East Asia: Buy the Inefficient Capital Securities
We recommend Buying Bank of East Asia's (BNKEA) inefficient Additional Tier 1 (AT1) capital securities. The minimum trading size increment of a...
415 Views