Thailand – More Pragmatic?
There are some signs that the government is being more pragmatic with measures and less draconian. The implications can be hugely positive for...
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The Hogmanay Week that Was in ASEAN@Smartkarma - Digital Media, Healthcare, and Thai Food
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
321 Views
Bank Credit Weekly: Duration Desires Deliver Asia's AT1 & Sub Outperformance
Duration desires drove performance over the holiday shortened week. A US Senate leadership change could negatively impact the market as Goldilocks...
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Bank Credit Compass: Regime Change May Limit the Annual January Bounce
Goldilocks may morph into a market wolf if the US Senate changes hands while 100 mask wearing days haunts of Carter-like sentiment. This is not...
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Bank Credit Weekly: Asia’s Higher Risk Notes Outperform in Thin Markets
Asia’s AT1, Subordinated and high yield Senior Unsecured bonds outperformed over the holiday shortened week. Thin markets were directionless, so we...
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