Turkey – Grand Experiment Is Failing
*Backward, Not Forward: Turkey is fast becoming a frontier market. The rise of President Erdogan looks to threaten generations of wealth...
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Chong Hing Bank: Asset Quality Looks Too Good Pre-AT1 Issuance
Chong Hing Bank (CHOHIN) reported asset quality is at a level higher than almost all other Asia-headquartered banks. This seems too...
262 Views
Bank Credit Weekly: Global Risk Sentiment Improves but Asia Still Lags US Rebound
Global risk sentiment drove yields lower as investors continued to be pushed down the credit curve and away from developed markets to obtain higher...
311 Views
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...
329 Views
Wirecard – The Cookie Crumbles
*Insolvency Filing: Wirecard’s (WDR.GY) ongoing last minute negotiations with lenders (including the purported debt for equity swap and asset...
344 Views