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Featured Outlooks:

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.

To download the full outlooks, fill out the form opposite and we’ll email you a PDF copy of the reports.

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