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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Sri Lanka: Struggling to Avert Being The "Next Argentina" Amid Unsustainable Debt
Sri Lanka's external debt was 440% of its goods exports and 270% of its goods & services exports at end-2019 (unsustainable based on the IMF-WB...
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Market Monitor: The New Abysmal
It had been 3 months since we cautioned our readers on the Good, the Bad, and the Ugly of COVID-19 ( Market Monitor: A Corona Hangover, Market...
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SRI LANKA: No Default This Year
In a series of two reports, we initiate our coverage of Sri Lanka Government International Bond (SRILAN GOVT) as a high-yield sovereign credit. In...
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2020 Strategy: Less Than 20/20
We see 2020 as full of surprises, marked by rising geopolitical risk. Major headlines this year will include the US election in November, BREXIT,...
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