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...
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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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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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