Asia in Focus: 2H26 Global Credit Outlook Implications
July 3, 2026
In this webinar, the CreditSights APAC team discuss the second-half outlook for Asia credit markets, examining how resilient market technicals, rate expectations, geopolitical developments, and investor flows are shaping opportunities across fixed income.
Pramod Shenoi, Zerlina Zeng, Pius Xue, and Lakshmanan R share their views on preferred sectors, investment grade and high yield credit, recent issuer initiations, banking trends, AI-driven demand, private credit risks, and AUD bond markets. The discussion highlights actionable credit ideas and relative-value opportunities to help investors navigate an evolving market environment and position portfolios with greater confidence.
Watch on YouTube:
Speakers:
Pramod Shenoi, Head of Asia-Pacific Research, Head of Financials at CreditSights
Zerlina Zeng, CFA, Head of APAC Credit Strategy at CreditSights
Pius Xue, CFA, Head, East Asia Corporates at CreditSights
Lakshmanan R, CFA, FRM, Head of South & Southeast Asia Corporates, Head of GCC Corporates at CreditSights
Timestamps:
00:00 Introduction to Credit Sites’ Outlook
01:22 US and Global Market Dynamics
08:02 Sector Positioning and Recommendations
10:17 Recent Initiations: Japfa and Danantara
17:34 Initiations: Kyoshia and Mongolia Mining
27:50 Investor Insights from Asia
29:16 Market Dynamics in Asia’s Financial Sector
32:04 Insights on Banking Sector Trends
37:02 Vedanta’s Bond Issuance and Market Reactions
44:18 MGM China’s Change of Control Analysis
50:26 The Future of the Australian Dollar Bond Market
Related Resources:
Asia Chart of the Day: Australia Trip Note
Read MoreAsia Chart of the Day: Australia Trip Note
US IG/LevFin 2H26/1H27 Outlook: Tightly Wound
Read MoreUS IG/LevFin 2H26/1H27 Outlook: Tightly Wound
Asia Credit: 2H26 Outlook and Sector Strategy
Read MoreAsia Credit: 2H26 Outlook and Sector Strategy
Asia Credit Best Ideas: July 2026
Read MoreAsia Credit Best Ideas: July 2026
More from our team:
Global Market Update: 2H26/1H27 Outlook for the US & Europe
Read More
European Special Situations Outlook: Rising Stress & Shifting Dealflow Dynamics
Read More
U.S. Autos Expert Panel: Navigating a Shifting Market
Read More
U.S. Special Situations Outlook: LMEs, Litigation and Bankruptcy
Read MoreKnow More. Risk Better.®
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