Bank Credit Weekly: Vaccine Rally, Then Consolidation, Drives Outperformance & Turkey Vs Thai Banks
Positive vaccine news and the US election result lowers the likelihood of excessive US stimulus. This should cap pressure on Treasury yields and...
393 Views
Bank Credit Weekly: Election Goldilocks Priced-In as Growth Concerns Increase
A Goldilocks outcome resulted in excessive Caa-spread tightening. Markets are now overpricing an inhibited regulatory and China agenda. Asia’s...
404 Views
Bank Credit Weekly: Risk Reduction on Election and Virus Uncertainty
Market reactions to soaring Coronavirus contagion, underpriced election outcome risks and sidelined treasury investors may augment market...
377 Views
SGD Investment Grade Bond ETFs Avg 7% 1Y Total Return Amidst Low Rates
Fixed income ETFs on SGX have total AUM of more than S$3 billion, and seek to replicate the returns of major bond market indices across Asia...
395 Views
Bank Credit Weekly: Election Risk Rises as Asia’s AT1s Outperform
A must-read on US$-risk sentiment derived from high yield and equity markets, interest rates, dollar levels, capital flows and issuance to frame...
433 Views