Asia Credit Best Ideas: October 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, Head of GCC Corporates
Pius Xue, CFA: Senior Analyst
Lim Ze Hao, CFA: Analyst, APAC Financials and GCC Banks
Karen Wu, CFA: Senior Analyst, Financials
Trung Tran: Senior Analyst, APAC Insurance and GCC Banks
Jonathan Tan Jun Jie: Analyst, S&SEA and GCC Corporates
Nicole Chua: Analyst, S&SEA and GCC Corporates
Nicholas Chen: Analyst, East Asia Corporates
Stephanie Sim, CFA: Analyst, Strategy and East Asia Corporates
Zoey Zhou Qianyun, CFA: Analyst, East Asia Corporates

02 October 2026

Download the Full Report to gain insights on:

How Asian investment grade and high yield markets performed amid shifting rates and sentiment.
What portfolio themes reveal about credit resilience across financial and corporate issuers.
Why supply, local liquidity, and global risk sentiment could shape Asian credit conditions.
Where investors can uncover relative value across currencies, structures, sectors, and maturities.
Which market signals may guide credit selection and portfolio positioning toward the coming year.

Executive Summary

Asian credit markets face shifting rates, supply dynamics, and global risk sentiment. Careful selection remains essential across regional markets.

Portfolio performance varied between investment grade and high yield credit. Issuer fundamentals created meaningful differences across sectors.

Regional liquidity continues supporting demand for Asian dollar denominated bonds. However, external volatility could challenge current market conditions.

Investors can explore opportunities across currencies, maturities, and capital structures. Flexible positioning may help manage sensitivity to global rates.

Credit research highlights evolving themes across financial and corporate issuers. Therefore, disciplined analysis can reveal relative value opportunities.

Fill out the below form to view the full article:

Please note that we can only respond to valid business email addresses and the interview is already available to clients.

Recently Published

Research

All Covenant-Review Autos US CR Quarterly Q1 Sovereigns Basic LevFin-Insights Telecommunications May GMU September GMU Financials CreditSights-Research Utilities Case Studies US LME in Focus show-home show-initiation page-home Municipals SLRs October GMU TMT Asset Management Resources Pharmaceuticals June GMU Asia in Focus Preliminary 2027 Outlook Energy Research Gaming/Leisure Webinar Related Resource Industrials Politics Media US Special Sits Outlook Consumer Tariffs Special Situations Euro Autos: Barbarians at the Gates Corporate Private Credit Aerospace/Defense U.S. Autos Expert Panel Covenants Bonds Real Estate EU Special Sits Outlook Strategy Post Petition Services July GMU ESG Chemicals Iran Asia in Focus 2H26 ESG-Home Emerging Markets Banks EM Outlook Outlooks-Home Transportation Construction EMEA CR Quarterly Q2 Technology Insurance Asia in focus webinar US CR Quarterly Q2 Manufacturing EMEA CR Quarterly Q1 Global Credit for ME Investors