2020 Strategy: Less Than 20/20
We see 2020 as full of surprises, marked by rising geopolitical risk. Major headlines this year will include the US election in November, BREXIT,...
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HK - Shorts Drop on Banks: Minsheng, Hang Seng Bank, BEA Stand Out
We analyse the latest SFC data released today evening on short position reporting in Hong Kong for the week ended 3 January 2020.Total short...
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Asia HY Monthly - 2019 In Review And 2020 Outlook - Lucror Analytics
This month, we look at the developments of 2019, and in the “In-Focus” section, we discuss the outlook for Asian HY in 2020. The Asia Monthly...
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Morning Views Asia: China SCE, CIFI Holdings, Country Garden Holdings Co, Fantasia Holdings Group Co
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
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Asia HY Trade Recommendations - December 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for December includes a summary of our recommendations, as well as our high-conviction ideas. We also...
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