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...
230 Views
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...
206 Views
Bank Rakyat Indonesia: Pondering Pricing on a Promised New Issue
Bank Rakyat Indonesia Persero (BBRI IJ) could price a potential five-year senior unsecured US$-bond at 200 basis points over similar maturity US...
241 Views
Rizal Commercial Bank’s Inaugural AT1 Bond: Caveat Emptor
Caveat emptor. That is, let the buyer beware. Rizal Commercial Bank's (RCB PM) Additional Tier 1 (AT1) bond should be un-investable for many. This...
316 Views
The Week that Was in ASEAN@Smartkarma - Malaysian Politics, Thai Retail, and Indonesian Staples
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
286 Views