21 May 2012
Upside risks to inflation combined with an increasing fiscal deficit and strong growth prospects mean that unless Greece exits the Euro, Malaysian bonds are a bad investment, says Credit Suisse.
Bond yields will pick up across Asia as the continent’s economies rely less on Europe. Because of this, low beta Asian debt is not a worthwhile investment, according to Pioneer.
The retreat from Asia’s markets by European lenders is supporting the overseas expansion plans of Japan’s mega banks.
18 May 2012
Eventually the offshore renminbi bond market will have to contend with an unwelcome development: a bond default. Lawyers explain to Asiamoney PLUS what they think would happen when that occurs.
Emerging market (EM) high yield debt offers some exciting opportunities, as long as investors understand the country-specific risks, says the asset management house.
The Russian gas giant is seeking to tap regional liquidity for a loan. While banks in the region will treat it cautiously it could prove a harbinger of similar deals from European and US borrowers.
13 Apr 2012
21 May 2012 | Pitches of bored securitisation bankers notwithstanding, Asian FIs are far from convinced about the need for covered bonds. And in some markets, it will take political pressure to get them over the line.
21 May 2012 | Increased scrutiny of perpetual bonds is positive for its development.
16 May 2012 | The US financial centre would be an ideal offshore renminbi hub, but bellicose political rhetoric against China means it will be unable to take advantage of this opportunity for a long time to come.
16 May 2012 | The Reserve Bank of India is struggling to manage potential stagflation, looming credit rating downgrades and a banking system at risk. And New Delhi isn’t helping.
Which city will be the next offshore centre for the renminbi?
View more tables
21 May 2012-23 May 2012 InterContinental Grand Stanford Hotel, Hong Kong
22 May 2012-24 May 2012 The Fairmont Hotel, Singapore, Singapore
06 June 2012 The Ritz-Carlton, Shanghai, China
Free to read digital editionMay 2012
Advertise in Asiamoney