Bank Credit Weekly: Asia Risk Sentiment Rebounds
Risk sentiment rebounded in Asia high yield while positive momentum in the US stalled. An active primary debt market in Asia most likely...
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BCA – Most ROA to Claw Back
We all know that banks in Indonesia have the best margins and best ROAs of all banks in the region. This is largely due to the limited level of...
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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: Reduced, but Still Risk-On Sentiment
For every Asia-headquartered bank bond that widened during the week, two tightened. Nonetheless, risk-on sentiment reduced in Asia’s high yield...
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