Emerging markets.

Focus on Asia.

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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Shifting EM correlations create opportunities

Shifting EM correlations create opportunities

Over the past decade, developments in currencies have changed the once strong correlations between all Emerging Market (EM) economies.

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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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