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Asia Financials: A Year in Transition
Asian financials have come through COVID-19 relatively well – but as inflation picks up and support schemes are withdrawn, what will the impact on the segment be?
Threats and Opportunities Across Fixed Income
Our global strategy team share their outlooks for the year ahead, covering supply expectations, potential headwinds, and opportunities in 2022.
India and Indonesia Corporates: Riding the COVID Wave
Both India and Indonesia were hit by severe COVID waves recently. But the corporates have largely posted strong recoveries and look poised to continue on this trajectory into 2022.
A fragile property sector, acute power shortages, a COVID-19 resurgence and rising inflation: are these the conditions for a perfect storm? We discuss how investors in China should position given these risks.
Asia Financials 2022 Outlook: A Year in Transition
Our analysts discuss topics ranging from Asian Financials to Chinese Macro & LGFVs.
China LGFV 2022 Outlook: Cautiously Positive
Themes and trends in the LGFV sector, picks and pans.
China Macro 2022 Outlook: Modest Policy Easing
China Macro Outlooks for 2022, and our expectations for demand and supply dynamics of China's fuel sector.
China Property 2022 Outlook: Refinancing Risk
There are few sectors riskier than China property now. Refinancing remains tough for many developers and many have opted for debt exchanges.
India and Indonesia Corporates 2022 Outlook: Riding the COVID Wave
We discuss how investors in China should position given the risks of a fragile property sector, acute power shortages, a COVID-19 resurgence and rising inflation.
Monthly European Market Wrap: November 2021
CreditSights Strategist, Tomas Hirst, presents the monthly European Market Wrap. He reviews the past month in European credit markets, our sector and curve positioning, and what to look out for in the month ahead.
Weekly Wrap: Aerospace, Defense and Transportation & US Market Update
Matt Woodruff discusses recent trends and events in the Aerospace, Defense and Transportation markets including the GE Breakup.
Weekly Wrap: Municipals & US Market Update
The CreditSights Municipal team discusses key market trends and credit themes, including supply, demand, tax-exempt versus taxable and relative value.
Know More. Risk Better. A CreditSights Podcast.
In this Season of the podcast, CreditSights Global Head of Strategy, Winnie Cisar, and Senior Strategist, Zachary Griffiths, interview our sector analysts to get their outlooks for the year. With our guests from industry leaders and experienced practitioners, listen as they deliver informative and engaging discussions on the latest trends and developments in the market.
Know More. Risk Better.®
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