China Construction Machinery: Excavator Sales Should Grow >50%yoy in May as Well
In April 2020, China's excavator sales reported at 45,426 units, up 60% yoy, which is well above market expectations. We believe excavator sales...
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Which Sectors Should Benefit from the Launch of China REITs?
As most provinces have seen daily new infection cases of Covid-19 falling to zero in mainland China, therefore, will increasingly resume...
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Asia HY Monthly - Impact Of COVID-19 On Investment Strategy - Lucror Analytics
The global economic impact of COVID-19 deepened in April, with many countries now expected to see GDP contract in 2020. That said, credit and...
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Screening the Silk Road: Q2 2020 Small-Mid Cap High Risk Names to Avoid
Deteriorating credit metrics continue to support our view that the level of risk is increasing within the small-mid cap universe. Our screen...
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Asia HY Trade Recommendations - April 2020 - Lucror Analytics
The Asia HY Trade Recommendations report for the month of April includes a summary of our recommendations. The report also features relative-value...
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