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...
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Bank Credit Weekly: Risk Decoupling with China on Holiday
Risk sentiment decoupled between Asia and the US with positive momentum in Asia contrasted by negative momentum in the US. The holiday calendar...
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Bank Credit Weekly: Risk-Off Then On as 1-Month HIBOR Hits 39-Month Lows
Unconventional monetary policy stimulus globally, should continue to push investors into high yield and emerging market bonds over the next few...
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Bank Credit Weekly: Risk-On Reversal, NIM Compression Ends
The Fed Chairman’s upcoming congressional testimony may drive US dollar demand and weigh on Asia bank risk sentiment as this week begins. As such,...
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AMTD International IPO Initiation: Coming to Market on a High
AMTD International Inc (1727033D US) is a boutique investment bank and asset management firm focused on Chinese regional banks and new economy...
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