Lakshmi Iyer, CFA

Credit

<p><a href="https://www.smartkarma.com/entities/amazon-com-inc" target="_blank" data-smartkarma-citation="entities:409:1" rel="noopener">Amazon.com Inc (AMZN US)</a> has reportedly sent a legal notice to the Future Group regarding its proposed deal with <a href="https://www.smartkarma.com/entities/reliance-industries-ltd" target="_blank" data-smartkarma-citation="entities:198:1" rel="noopener">Reliance Industries (RIL IN)</a> . In this Insight, we present our views on Amazon's likely motivation as well as implications for bondholders. </p><p></p><div class="content-highlight"><p><em>Fundamental credit research focused on Asian high yield, including coverage of areas which are generally overlooked such as Indian finance companies and non-USD denominated credit (SGD).  Sector agnostic. Research process consists of rigorous bottom-up company analysis combined with spotting market dislocations to provide trade ideas.</em></p></div>

Amazon.com Inc (AMZN US) has reportedly sent a legal notice to the Future Group regarding its proposed deal with Reliance Industries (RIL IN) . In this Insight, we present our views on Amazon's likely motivation as well as implications for bondholders. Fundamental credit research focused on Asian high yield, including coverage of areas which are generally overlooked such as Indian finance companies and non-USD denominated credit (SGD).  Sector agnostic. Research process consists of rigorous bottom-up company analysis combined with spotting market dislocations to provide trade ideas.

Future Retail Ltd

Future Retail - Clash of the Titans?