Lucror Analytics - Morning Views Asia - 01 Aug 2019
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
57 Views
Asia HY Monthly – Indonesian Property Update (July 2019)
In July, uncertainty for emerging markets was compounded by increasing uncertainty associated with: [1] the trade Sino-US trade war; [2] extension...
70 Views
The Week that Was in ASEAN@Smartkarma - Indonesia Strategy, Thai Baht, and Liquidity Crunch
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
356 Views
Asia HY Trade Recommendations - July 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for July includes a summary of our recommendations, as well as our high-conviction ideas. We also...
75 Views
CrossASEAN Strategy - Sinister Undertones for Indonesia from the US/China Trade War
The US-China Trade war has sent reverberations through Global Markets and the main focus seems to have been on the impact on the US economy and how...
523 Views