(Mostly) Asia-Pac Weekly Risk Arb Wrap: Newmont/Newcrest, StanChart, Boustead Proj., Ihara, Iwasaki
This insight provides a summary of gross/annualised spreads (on deals discussed on Smartkarma) across Asia-Pacific as at the last trading date, and...
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Record MENA Underweight
MENA stocks hit record underweight among active Emerging Market managers. Only half of active EM managers are exposed to the region and less than...
216 Views
MSCI ACWI Breaking To New Highs; Buying Financials, Consumer Discretionary, Industrials, Materials
Global sovereign yields have moved lower in recent weeks. We expect rates to find support near current levels, and recommend adding exposure to...
325 Views
Commercial Bank of Dubai Vs Bank of East Asia: A Tale of Two AT1s in COVID-19 Uncertainty
AT1 bonds simultaneously issued by Commercial Bank of Dubai and the Bank of East Asia present an opportunity to trade the COVID-19 economic impacts...
256 Views
Bank Credit Weekly: Risk Sentiment Improves Despite Volatile News Flow
: Asia and the US high yield markets tightened on improving economic indicators and increased hopes for a limited US stimulus package,...
298 Views