Bank Credit Weekly: Election Goldilocks Priced-In as Growth Concerns Increase
A Goldilocks outcome resulted in excessive Caa-spread tightening. Markets are now overpricing an inhibited regulatory and China agenda. Asia’s...
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Bank Credit Weekly: Risk Reduction on Election and Virus Uncertainty
Market reactions to soaring Coronavirus contagion, underpriced election outcome risks and sidelined treasury investors may augment market...
212 Views
SGD Investment Grade Bond ETFs Avg 7% 1Y Total Return Amidst Low Rates
Fixed income ETFs on SGX have total AUM of more than S$3 billion, and seek to replicate the returns of major bond market indices across Asia...
335 Views
Bank Credit Weekly: Election Risk Rises as Asia’s AT1s Outperform
A must-read on US$-risk sentiment derived from high yield and equity markets, interest rates, dollar levels, capital flows and issuance to frame...
229 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...
266 Views