Bank Credit Weekly: Asia Credit Outperforms Despite Treasury Tantrum
Global bank bond prices fell by less than their benchmark notes, resulting in a bout of credit outperformance. Given the rate of change, there are...
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Bank Credit Compass: High Duration, Low Risk Notes Outperform in Feb.
Lower risk tolerance combined with duration desires to drive performance in Feb. Continued performance cannot be ruled out as credit tourists crowd...
287 Views
Asia Short Interest: Kuaishou, BYD, Galaxy, Sharp, Resona, Toshiba, Celltrion, Naver, Pegatron, TSMC
The Insight looks at large short interest movements across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
331 Views
Quiddity Weekly H/A: High Volatility in Materials and Industrials and Spreads Over Lunar New Year
H/A spreads have been reasonably volatile over the CNY period, but again they net narrowed over two weeks. There are still several sectors where...
147 Views
China Banks: Bottoming Out
China and HK banks have seen a large scale exodus from active China investors over the past 2 years. Managers now find themselves underweight and...
345 Views