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Asia slowdown renders local high yield unattractive

August 17, 2012  


From Clare Hammond

Aviva Investors is underweight Asian debt due to the slowdown in the region, unpredictable monetary policy, a lack of transparency and the domination of the market by a select few industries.

Asia’s high yield bond market offers select opportunities, according to Aviva Investors, but the asset manager is wary of too much exposure.

This is due to uncertainties about how the region’s companies will cope with the slowdown, volatile monetary policy...


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SOUTHEAST ASIA DCM

Rank Bookrunner Parents Deal Value $ (Proceeds) (m) No. %share 2012 YTD Rank
1 Standard Chartered Bank 3,991 32 8.9 2
2 HSBC 3,710 35 8.3 4
3 Goldman Sachs 3,333 2 7.4 12
4 Deutsche Bank 2,895 14 6.4 8
5 Citi 2,774 9 6.2 5
6 JPMorgan 2,288 7 5.1 3
7 DBS 2,106 25 4.7 1
8 Siam Commercial Bank 1,835 16 4.1 21
9 Barclays 1,586 3 3.5 9
10 CIMB Group 1,523 27 3.4 13
Subtotal 26,040 123 57.9
Total 44,958 212 100.0



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