Asia Risk Sentiment Lags US Rebound
Risk sentiment in Asia high yield lagged positive momentum in the US. Negative sentiment in Asia may have been aided by perceptions that Chinese...
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Philippine Banks: A Related Party
Related party exposure is material credit negative for several Philippine-headquartered banks. Most, if not all, invested equity is relent back to...
581 Views
Bank Credit Weekly: Asia Risk Sentiment Rebounds
Risk sentiment rebounded in Asia high yield while positive momentum in the US stalled. An active primary debt market in Asia most likely...
529 Views
Bank Credit Weekly: Risk Restart
Emerging market capital inflows restarted with the beginning of the third quarter. Nonetheless, risk sentiment remained decoupled globally as...
532 Views
Bank Credit Compass: Asia’s Q2 Winners and Losers; What Looks Mispriced into H2
Alpha generation remains available within individual Asian bank bonds. We expect security selection to have a greater impact during the second half...
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