Schwellenländer

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Asian credit: emergence of a new asset class

Asian credit: emergence of a new asset class

As Asian borrowers increasingly tap into the international, USD-denominated debt markets, opportunities are multiplying in corporate bonds. We believe global credit investors should build a dedicated allocation to Asian credit.

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India elections – bigger mandate for Modi and our wish-list for the Indian credit story

India elections – bigger mandate for Modi and our wish-list for the Indian credit story

Prime Minister Modi won with a landslide victory for the second time and this warrants a deeper appreciation of the paradigm shift in the politics of India.

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Digitalisation, equality, India

Digitalisation, equality, India

Newly-developed digital infrastructure has helped boost India's booming economy. Several trends continue to gather momentum, opening up a number of investment opportunities.

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Veränderte Korrelationen an den Schwellenmärkten bieten Chancen

Veränderte Korrelationen an den Schwellenmärkten bieten Chancen

Im Laufe der letzten zehn Jahre haben die Entwicklungen der Währungen eine Veränderung der vorher stark ausgeprägten Korrelationen zwischen den Schwellenmärkten (EM) bewirkt.

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Changing supply trends in Asian credit

Changing supply trends in Asian credit

Bond supply trends are changing among Asian borrowers who issue debt denominated in USD.  We expect more diversification of names as high yield issuance increases, and outline opportunities for investors.

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