Asia HY Trade Book - February 2021 - Lucror Analytics
The Asia HY Trade Book for the month of February includes a summary of our recommendations, as well as our high-conviction ideas. The report also...
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The Week That Was in ASEAN@Smartkarma - Indonesian Property Boon, Philippine NPLs, and Drugs
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
200 Views
CrossASEAN Strategy - BI's New Rules a Fillip for Indonesian Property and Autos?
The latest move by Bank Indonesia to increase the loans to value ratio limit for residential property to 100% should be positive in driving...
352 Views
Asia HY Monthly - USD Bond Defaults In China - Lucror Analytics
In this month's “In-Focus”, we look at the Chinese offshore bond defaults in 2020. A record 12 issuers defaulted on USD Notes during the year,...
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The Week That Was in ASEAN@Smartkarma - OTT's Back, Indonesian Consumer Health, and Lippo Karawaci
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
238 Views