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APAC Financials: 2023 Outlook
This is the first of our 2-part APAC Financials Outlook for 2023. In this report, we provide a macro view on the sector, country level views, and recommendation changes on selected names.
China Tech 2023 Outlook: Making A Comeback
China tech is poised to benefit from China’s COVID reopening next year. We favour the large single-A names for safe carry and selected BBBs for more upside potential.
S & SEA Corporates: 2023 Outlook
We provide our positioning strategy and credit outlooks for 4 major sectors; Indian renewables, Indonesian property, Indian and Philippine telecoms and S & SEA oil and gas.
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