Asia HY Monthly - Chinese Offshore Bond Defaults - Lucror Analytics
In this month's “In-Focus”, we discuss Chinese offshore bond defaults in 2019. We look at the broader trends as well as select cases, and give our...
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Asia HY Trade Recommendations - January 2020 - Lucror Analytics
The Asia HY Trade Recommendations report for January includes a summary of our recommendations, as well as our high-conviction ideas. We also...
349 Views
Asian Bank HY Credit Weekly: Coronavirus Offsets Positive Issuance News in Asian Credit Spreads
Spread tightening at the beginning of the week caught market concerns regarding the coronavirus outbreak. Profit taking before the Lunar New Year...
361 Views
CrossASEAN Indonesia Strategy - A Very Significant Policy Move Afoot?
In a very significant potential policy development in Indonesia, the Cabinet has been discussing amending the legally imposed cap on the Budget...
427 Views
The Week That Was in ASEAN@Smartkarma - Mutual Fund Destruction, Barito Pacific, and Link Net Sale
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
387 Views