BEA (23 HK): Big Banc Theory And Elliott's Hard Slog
Just two months before Elliott Management and Bank Of East Asia (23 HK) head back to court to arbitrate on BEA's purported overarching relationship...
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Bank Credit Weekly: Risk Sentiment Returns as Markets Ignore FOMC Disappointment
The lack of shock and awe outcome from this week’s FOMC meeting did not derail market sentiment as risk tolerance returned to the fixed income...
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Bangkok Bank’s New AT1 – Overweight on Relative Value
Bangkok Bank’s inaugural Additional Tier 1 (AT1) bond offers an attractive higher yielding coupon for the current interest rate environment....
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Bank Credit Weekly: FOMC Meeting May Determine Near-Term Risk Sentiment
Weakening oil prices, a flattening US$ yield curve and rising Eurodollar futures together point to a decline in economic demand prospects combined...
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Bank Credit Compass: September Expectations and August Performance in Asia
We may be closer to market tights in terms of credit spreads than we expected one week ago. We are not convinced that the Fed can meet its new.. .
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