Asia Ex-Japan Real Estate: Hitting the Lows. China to India Rotation
Real Estate exposure is close to its lowest levels on record among active Asia Ex-Japan investors. As China Real Estate suffers an exodus, India...
175 Views
Asia HY Trade Book - October 2021 - Lucror Analytics
The Asia HY Trade Book for the month of October includes a summary of our recommendations, as well as our high-conviction ideas. The report also...
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Morning Views Asia: Adani Ports & Special Economic Zone, Country Garden Holdings Co
Lucror Analytics Morning Views comprise our fundamental credit analysis, opinions and trade recommendations on high yield issuers in the region,...
219 Views
Asia HY Monthly - Indonesian Real Estate Market Update - Lucror Analytics
In this month’s "In-Focus" section, we discuss the Indonesian real estate market, including the impact of the COVID-19 pandemic and related...
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Ping An Insurance – Don’t Bank On It
PING AN: Competitor conference call with PAB reveals nonchalant management. The Group has enormous real estate-related exposure, and questions of...
370 Views