Lucror Analytics - Morning Views Asia - 02 May 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 – Asia Ex-India 2018 Results Overview (April 2019)
We noted in February that the proverbial can was being kicked down the road on a number of major issues. Unfortunately, this trend continued in...
44 Views
Macau’s Transforming from VIP Centric to Mass Gaming Driven by Rising Mass Bet Budget
We are turning positive on Macau gaming from previously neutral due to 1) the completion of a shift to a mass-led growth, thanks to rising average...
409 Views
Asia HY Trade Recommendations - April 2019 - Lucror Analytics
The Asia HY Trade Recommendations report for April includes a summary of our recommendations, as well as our high-conviction ideas. We also...
66 Views
Global Ex-U.S. Equity Strategy: Positive Outlook Intact; Remain Overweight China
Incremental technical developments continue to be of the bullish variety as more and more countries/regions begin to participate in the rally....
599 Views