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...
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Asian Bank HY Tier 2: Relative Value Vs Global Emerging Market Peers
High yield Tier 2 bonds of Asia-headquartered banks trade at an attractive valuation relative to Tier 2 bonds of other Emerging Market banks. The...
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Asia Risk Sentiment Lags US Rebound
Risk sentiment in Asia high yield lagged positive momentum in the US. Negative sentiment in Asia may have been aided by perceptions that Chinese...
277 Views
Bank Credit Weekly: Risk Restart
Emerging market capital inflows restarted with the beginning of the third quarter. Nonetheless, risk sentiment remained decoupled globally as...
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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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