Bank Credit Weekly: Asia Risk Sentiment Rebounds
Risk sentiment rebounded in Asia high yield while positive momentum in the US stalled. An active primary debt market in Asia most likely...
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Bank Credit Compass: Asia’s Q2 Winners and Losers; What Looks Mispriced into H2
Alpha generation remains available within individual Asian bank bonds. We expect security selection to have a greater impact during the second half...
314 Views
KB & Carlyle Partnership: Opportunity to Trade on KB/Shinhan Pair
KB needs money to complete the Prudential Life acquisition. Carlyle requires a fresh restart in Korea's private equity market. So, each has what...
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China Construction Bank: Prospective 10nc5 Tier 2 Bond Is Likely to Be Good Value for the Issuer
China Construction Bank's (CCB) prospective new issue Tier 2 bond is likely to price very close to its existing 2024 callable Tier 2 bond. A flat...
357 Views
Bank Credit Weekly: Risk-On Reversal, NIM Compression Ends
The Fed Chairman’s upcoming congressional testimony may drive US dollar demand and weigh on Asia bank risk sentiment as this week begins. As such,...
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