Bond Market Monitor: What Shimao’s Default Tells Us
Shimao's default indicates the property credit crisis in China is not over yet. We are also worried on upcoming EM sovereign defaults in Asia.
The Week that Was in ASEAN@Smartkarma - Singapore's Election, Thai Hospitals, and Rubber Gloves
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
LAOS PDR: Twin Deficit Dilemma
We initiate our coverage of Laos Sovereign Credit (LAOS GOVT) (Laos) as a high-yield sovereign credit. In this report, we review the country’s...
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