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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Indonesian Financials: Great Expectations
Asia Ex-Japan funds are more exposed to Indonesian Financials than at any time in our holdings history. Average allocations stand at 1.98%, the...
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Asian Bank HY Credit Weekly: New Issuance and Asian Credit Spreads
Spread tightening continued apace as investors put money to work in the global new issue market while questioning the sustainability of recent...
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The Week That Was in ASEAN@Smartkarma -Thailand's Outperformance, SE Asian Banks, and Thai Hospitals
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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South East Asian Financials: Opportunities and Risks.
South East Asian banks are a popular component of EM and global portfolios with Indonesian lenders especially in vogue.Our analysis at Creative...
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