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: 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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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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HSCEI Dividends - China Banks Asked to 'Sacrifice' Profits, One Does Quickly
Late last week, at a regular meeting of the State Council, Premier Li Keqiang called on Chinese banks to cap their profits in 2020 and drive the...
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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...
284 Views