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...
442 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...
545 Views
Bank Credit Weekly: Return of Risk-On Sentiment
For every Asia-headquartered bank bond that widened during the week, eight tightened. Risk-on sentiment rose in Asia’s high yield market with...
478 Views
Bank Credit Weekly: Bank Mandiri and RBS Issuance Suggest Value in the Market
The rally in Asia’s high yield index stalled with spreads largely unchanged week-on-week. All Asian bank subordinated Tier 2 and Additional Tier 1...
496 Views
Asian Bank HY Credit Weekly: It Was Ugly, What May Be Oversold
Coronavirus capitulation is creating value within certain securities. Nouriel Roubini and Scott Minerd are back in fashion and that’s a buy sign....
542 Views