Asian Bank HY Credit Weekly: Pockets of Opportunity
Roses are red, liquidity rings true. Although we agree with Guggenheim Partners chief investment officer Scott Minerd’s perspective that “yields...
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RBI - Desperate Times Call For Desperate Measures
Regulatory Forbearance for Real Estate Developers: Although we await the final guidelines, the RBI is permitting the commercial operations of real...
279 Views
Yes Bank: Beware of Possible Saviors, Underweight State Bank of India’s AT1
If an India-headquartered bank is called upon to take-over all of Yes Bank (YES IN) (YESIN), an unlikely but possible outcome, debt investors in...
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Vodafone Idea Ltd- Telco's Debt Bomb Ticking Fast and Louder
Vodafone Idea (IDEA IN) has been under some significant hardships for quite a while. Since the telecom market disruption caused by Reliance Jio,...
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Global Equity Strategy: Bearish with the Exception of EM.
Our cautious outlook and expectation for continued downward consolidation for global equities remains intact. Broad global indexes (MSCI ACWI, ACWI...
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