Home First Finance IPO - It’s Not Really Cheap, Banking on Momentum
Home First Finance is an affordable housing finance company aiming to raise around US$160m in its India IPO. It is backed by True North, Warburg,...
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Bank Credit Weekly: Distractions May Drive Markets Near Term
Distractions could disturb fixed income markets over the next few weeks if misinterpreted or allowed to interrupt policy making. This could add a...
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Bank Credit Weekly: Moving the Goal Posts
Fixed income goal posts were clearly moved by Democratic Party control of the Senate. Credit has limited upside in the current reflation scenario....
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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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