Asia in Focus: 2H26 Global Credit Outlook Implications

July 3, 2026

In this webinar, the CreditSights APAC team discuss the second-half outlook for Asia credit markets, examining how resilient market technicals, rate expectations, geopolitical developments, and investor flows are shaping opportunities across fixed income.
Pramod Shenoi, Zerlina Zeng, Pius Xue, and Lakshmanan R share their views on preferred sectors, investment grade and high yield credit, recent issuer initiations, banking trends, AI-driven demand, private credit risks, and AUD bond markets. The discussion highlights actionable credit ideas and relative-value opportunities to help investors navigate an evolving market environment and position portfolios with greater confidence.

Watch on YouTube:

Speakers:

Pramod Shenoi, Head of Asia-Pacific Research, Head of Financials at CreditSights
Zerlina Zeng, CFA, Head of APAC Credit Strategy at CreditSights
Pius Xue, CFA, Head, East Asia Corporates at CreditSights
Lakshmanan R, CFA, FRM, Head of South & Southeast Asia Corporates, Head of GCC Corporates at CreditSights

Timestamps:

00:00 Introduction to Credit Sites’ Outlook
01:22 US and Global Market Dynamics
08:02 Sector Positioning and Recommendations
10:17 Recent Initiations: Japfa and Danantara
17:34 Initiations: Kyoshia and Mongolia Mining
27:50 Investor Insights from Asia
29:16 Market Dynamics in Asia’s Financial Sector
32:04 Insights on Banking Sector Trends
37:02 Vedanta’s Bond Issuance and Market Reactions
44:18 MGM China’s Change of Control Analysis
50:26 The Future of the Australian Dollar Bond Market