Asia HY Monthly - COVID-19 And Oil Shock Update (March 2020) - Lucror Analytics
The spread of COVID-19 and, to a lesser degree, the oil price war between Russia and Saudi Arabia overshadowed most other issues in March. These...
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Asia HY Trade Recommendations - March 2020 - Lucror Analytics
The Asia HY Trade Recommendations report for March 2020 includes a summary of our recommendations and high-conviction ideas. We also provide...
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COVID-19: Impact On Global High Yield - Lucror Analytics
While 2020 began on an optimistic note, sentiment has changed significantly with the outbreak of the COVID-19 coronavirus, which has spread...
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Asia HY Monthly - Chinese Offshore Bond Defaults - Lucror Analytics
In this month's “In-Focus”, we discuss Chinese offshore bond defaults in 2019. We look at the broader trends as well as select cases, and give our...
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The Week That Was in ASEAN@Smartkarma - Small Cap Quicksand, United Tractors, and Indo Financials
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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