Asia Credit Best Ideas: July 2026
Zerlina Zeng, CFA: Head of APAC Credit Strategy
Pramod Shenoi: Head of Asia-Pacific Research, Head of Financials
Lakshmanan R, CFA, FRM: Head of South & Southeast Asia Corporates
Pius Xue, CFA: Senior Analyst
Zoey Zhou Qianyun, CFA: Analyst, East Asia Corporates
Stephanie Sim, CFA: Analyst, Strategy and East Asia Corporates
Jonathan Tan Jun Jie: Analyst, South & Southeast Asia Corporates
Nicole Chua: Analyst, South & Southeast Asia Corporates
Lim Ze Hao, CFA: Analyst, Financials
Karen Wu, CFA: Senior Analyst, Financials
Trung Tran: Senior Analyst, APAC Insurance and Middle East Banks
Nicholas Chen: Analyst, East Asia Corporates
2 July 2026
- How resilient corporate fundamentals and limited supply continue to support Asia credit markets
- What recent performance trends reveal about opportunities across investment grade and high yield bonds
- Why investors are focusing on carry, diversification, and relative value across APAC credit sectors
- How portfolio positioning is adapting to elevated global yields and changing market conditions
- Where attractive opportunities are emerging across financials, corporates, local currency bonds, and select higher yielding credits
Executive Summary
Asia credit markets remain supported by resilient corporate fundamentals. Market conditions continue to favor selective positioning.
Investors are balancing income generation with prudent risk management. Credit selection remains important across regions and sectors.
Portfolio strategies emphasize diversification and carry opportunities. However, valuation differences create varying opportunities.
Market technicals continue supporting broader credit stability. Sector performance remains uneven across issuers.
Regional opportunities are emerging across multiple credit segments. Meanwhile, investors remain attentive to evolving market conditions.
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