Asia In Focus: Preliminary 2027 Outlook

October 2, 2026

In this webinar, CreditSights examines its preliminary 2027 outlook for Asia-Pacific credit, including the impact of US rates, bond supply and shifting market risks. Pramod Shenoi, Zerlina Zeng, Pius Xue and Lakshmanan R discuss investment grade and high yield positioning, recent issuer developments, and credit conditions across Asian banks, property and corporates. Drawing on visits to Indonesia and Mongolia, they also assess GCC credit risks, new bond issuance and opportunities in local-currency markets. Watch for practical insights into where investors may find relative value, manage duration and navigate a more selective credit market.

Watch on YouTube:

Speakers:

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

Timestamps:

00:00 – Introduction
01:26 – How US Rates Shape Asia’s 2027 Credit Outlook
10:42 – Vista Land’s Refinancing Challenge
16:36 – Why New World Development Was Upgraded
20:06 – Asia Macro Risks and the GCC Banking Outlook
29:15 – What We Learned from Indonesian Issuers
37:19 – Inside Mongolia’s Banking and Bond Markets
43:05 – Where APAC Bond Issuance Is Creating Opportunities
50:28 – Asian Bank Bonds Worth Watching
58:36 – China Property’s Shift Toward C REITs
01:04:20 – Conclusion & Key Takeaways