CreditSights News & Blog

Alibaba breakup solves the Jack Ma riddle Asia Times

Alibaba breakup solves the Jack Ma riddle

Analyst Zerlina Zeng at CreditSights notes that “we think that the corporate reorganization reduces the…

Maria AcevedoArticle published date: March 30, 2023

Alibaba Tells Investors Its Overhaul Will Make the Business More ‘Agile’ With Market Changes CNBC

Alibaba Tells Investors Its Overhaul Will Make the Business More ‘Agile’ With Market Changes

CreditSights maintained its "outperform" recommendation on Alibaba after it announced its overhaul plans, adding that…

Maria AcevedoArticle published date: March 30, 2023

The One That Got Away: Credit Suisse’s Tier 2 CoCo That Rallied 25 Points BondEValue

The One That Got Away: Credit Suisse’s Tier 2 CoCo That Rallied 25 Points

Simon Adamson, head of global financials research at CreditSights said via a note that the…

Maria AcevedoArticle published date: March 21, 2023

Creditsights Zerlina Zeng on Tencent Earnings Bloomberg

Creditsights Zerlina Zeng on Tencent Earnings

Zerlina Zeng, Senior Credit Analyst at CreditSights, previews Tencent earnings and discusses her views on…

Maria AcevedoArticle published date: March 21, 2023

Swiss CoCo shakeout may yet help bank regulators Reuters

Swiss CoCo shakeout may yet help bank regulators

Some 19 bonds are due to be called this year, according to CreditSights, including ones…

Maria AcevedoArticle published date: March 22, 2023

SVB’s solvency problem different than the liquidity crunch facing markets, CreditSights’ Jesse Rosenthal CNBC

SVB’s solvency problem different than the liquidity crunch facing markets, CreditSights’ Jesse Rosenthal

Jesse Rosenthal, senior analyst and head of U.S. financials at CreditSights, joins ‘The Exchange’ to…

Maria AcevedoArticle published date: March 15, 2023

A Quirky Bond Trade Is Giving Companies a Back Door to Cut Borrowing Costs BNN Bloomberg

A Quirky Bond Trade Is Giving Companies a Back Door to Cut Borrowing Costs

As part of such a transaction, the company needs to enter into a trade known…

Maria AcevedoArticle published date: March 3, 2023

HSBC adds euros to bond market raid as Lloyds plumps for dollars IFR

HSBC adds euros to bond market raid as Lloyds plumps for dollars

Analysts at CreditSights said they would see a coupon of over 8% as offering fair…

Maria AcevedoArticle published date: March 6, 2023

Munis slightly firmer, USTs weaker Bond Buyer

Munis slightly firmer, USTs weaker

Volatility of the broad fixed-income indices continues to exceed "pre-pandemic levels, making it more expensive…

Maria AcevedoArticle published date: March 6, 2023

PLDT to weather recent troubles, says credit watcher Inquirer.net

PLDT to weather recent troubles, says credit watcher

The PLDT Group, which recently faced another debacle, is expected to be shielded from serious…

Maria AcevedoArticle published date: March 7, 2023

China Keeps Faith in US Bonds Even as It Sells Treasuries BNN Bloomberg

China Keeps Faith in US Bonds Even as It Sells Treasuries

Yield-seeking looks to be the main reason behind China’s shift from US Treasuries to agency…

Maria AcevedoArticle published date: February 16, 2023

Illinois Wins Upgrade to Highest S&P Credit Rating Since 2016 BNN Bloomberg

Illinois Wins Upgrade to Highest S&P Credit Rating Since 2016

The ratings upgrade, “that affirms what the market has recognized, that the state’s political leadership…

Maria AcevedoArticle published date: February 23, 2023

Wall Street Wins LBO-Debt Reprieve as FCC Imperils Tegna Deal BNN Bloomberg

Wall Street Wins LBO-Debt Reprieve as FCC Imperils Tegna Deal

“The banks are probably breathing a sigh of relief especially those that were committed to…

Maria AcevedoArticle published date: February 27, 2023

Muni ETFs Gaining Assets From Mutual Funds ETF.com

Muni ETFs Gaining Assets From Mutual Funds

CreditSights Senior Municipal Strategist Patrick Luby indicates that the overall picture is somewhat complicated: While…

Maria AcevedoArticle published date: February 14, 2023

India’s SBI has ‘well-manageable’ exposure to Adani Group -CreditSights Reuters

India’s SBI has ‘well-manageable’ exposure to Adani Group -CreditSights

State Bank of India's exposure to the embattled Adani Group is "well-manageable", given its strong…

Maria AcevedoArticle published date: February 7, 2023

China Junk Dollar Bond Prices Swing From Record Low to Longest Winning Streak Bloomberg

China Junk Dollar Bond Prices Swing From Record Low to Longest Winning Streak

More gains could be in the offing, said Zerlina Zeng, senior credit analyst at CreditSights…

Maria AcevedoArticle published date: February 2, 2023

Adani Group: How The World’s 3rd Richest Man Is Pulling The Largest Con In Corporate History Hindenburg Research

Adani Group: How The World’s 3rd Richest Man Is Pulling The Largest Con In Corporate History

Concerns about the Adani Group’s leverage have been expressed by CreditSights, a fixed income research…

Maria AcevedoArticle published date: January 24, 2023

Sinclair’s Sports Channels Prepare Bankruptcy, Putting Team Payments at Risk Bloomberg

Sinclair’s Sports Channels Prepare Bankruptcy, Putting Team Payments at Risk

“You’re looking at a potential rewrite of the entire regional sports business on the other…

Maria AcevedoArticle published date: January 25, 2023

Can China fix its property crisis? The Economist

Can China fix its property crisis?

"Kaisa, a developer that defaulted in 2021, has been avoiding restructuring talks with investors and…

Maria AcevedoArticle published date: January 23, 2023

CreditSights Outlooks for 2023 Blog

CreditSights Outlooks for 2023

Every year our team of analysts publishes a series of Outlooks that cover near-term and…

creditsightsArticle published date: February 15, 2023