Asia HY Trade Recommendations - July 2020 - Lucror Analytics
The Asia HY Trade Recommendations report for the month of July includes a summary of our recommendations, as well as our high-conviction ideas....
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Asia HY Monthly - Framework For Discerning Fraud In Asian Companies - Lucror Analytics
Following the recent string of high-profile fraud scandals, from Luckin Coffee in China to Wirecard in Germany, our In-Focus section this month...
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Asia HY Trade Recommendations - June 2020 - Lucror Analytics
The Asia HY Trade Recommendations report for the month of June includes a summary of our recommendations. The report also features relative-value...
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Asia HY Monthly - Takeaways From China's Two Sessions (2020) - Lucror Analytics
From an investor’s perspective, the month of May was dominated by two issues: the likely rate of the post-pandemic economic recovery, and mounting...
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The Week That Was in ASEAN@Smartkarma - Asian Hospitals, Noodles, and SingTel
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
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