Indonesia Coal Is on Fire; New China Deal to Help in 2021
Indonesia coal is hot right now. Higher coal prices and a new deal with China has pushed coal company bonds above par. But BUMA's bonds still have...
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Asia High Yield Is Hot, China Is Not. Can Indonesia Stay in the Sweet Spot?
The search for yield has investors turning to Asia high yield. But the headlines out of China are bad right now. Fortunately, Indonesia is turning...
346 Views
Asia HY Monthly - Returns And Volatility For Unrated Chinese Issuers (2020) - Lucror Analytics
In this month’s “In-Focus” section, we provide an update to our 2018 analysis of returns and volatility for unrated Chinese issuers. Since our...
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Asia HY Trade Book - October 2020 - Lucror Analytics
The Asia HY Trade Book for the month of October includes a summary of our recommendations, as well as our high-conviction ideas. The report also...
205 Views
The Week That Was in ASEAN@Smartkarma - Indonesian Healthcare, Bank Credit Costs, and Three Big IPOs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
326 Views