Bank Credit Weekly: HY Crowding-In; Swim Across the Riptide as Asia Earnings Begin
Crowding-in took over as global credit markets put on a strong rally following continuing aggressive moves by monetary policymakers to support...
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Bank Credit Strategy: Asia HY – Buy Low Duration
Duration may become the next deadly element for bond investors to consider, once the credit spread carnage subsides. Get the credit portfolio...
383 Views
Yes Bank - Can't The RBI Do Anything Right?
Breaching Regulatory Minimums: Given the hefty loan loss provision, Yes Bank’s (YES.IN) [Yes] Common Equity (CET l) ratio now stands at a very...
358 Views
Asian Bank HY Credit Weekly: It Was Ugly, What May Be Oversold
Coronavirus capitulation is creating value within certain securities. Nouriel Roubini and Scott Minerd are back in fashion and that’s a buy sign....
341 Views
Asian Bank HY Credit Weekly: Senior and Tier 2 Bonds Perform in Risk-Adverse Environment
Coronavirus contagion concerns negatively impacted every Hong Kong-, South Korea- and most mainland China-headquartered Additional Tier 1 (AT1)...
371 Views