Asia Credit Wrap: Tariffs, Volatility and Market Opportunities

Join us for an insightful webinar as we delve into the dynamic landscape of Asia’s credit markets. Discover how market volatility presents both challenges and opportunities, and gain expert perspectives on navigating these turbulent times. Our panel of specialists will provide in-depth analyses across various sectors and regions, offering valuable insights for investors and industry professionals. Don’t miss this opportunity to equip yourself with the knowledge needed to make informed decisions in Asia’s evolving credit environment.

What topics will be covered?

• Market Volatility and Opportunities: Explore the current market landscape and uncover investment opportunities amidst volatility.
• China Macro: Tariff & Credit Views: Understand the implications of tariffs on China’s macroeconomic environment and credit outlook.
• Macau Gaming: Earnings Wrap & RV Updates: Get the latest updates and insights on Macau’s gaming sector and relative value opportunities.
• APAC Financials: Analyze the performance and future outlook of financial institutions across the Asia-Pacific region.
• Tariff Implications: Examine the broader impact of tariffs on Asian markets and what it means for investors.
• Earnings Updates: Thai Banks: Review the latest earnings reports from Thai banks and their significance in the regional market.
• South & Southeast Asian Corporates: Gain insights into the corporate landscape in South and Southeast Asia.
• Indonesia SOEs: Our Views on Danantara: Explore our analysis and views on Indonesian State-Owned Enterprises, focusing on Danantara.
• Safe Haven & Avoid Credits: Identify credits that are considered safe havens and those to avoid amid current market conditions.
• Rec Changes After the Recent Selloff: Learn about recent recommendation changes following market selloffs and their implications for investors.