Asia in Focus: 2Q26 Global Credit Outlook Implications

April 7, 2026

CreditSights APAC research team and guest speaker Dhiraj Bajaj at Lombard Odier Investment Managers, reviewed the 2Q26 global credit outlook and discussed how recent macro developments and the Middle East conflict are shaping Asia‑Pacific credit markets.

Watch on YouTube:

Speakers:

Pramod Shenoi, Head of Asia-Pacific Research, Head of Financials at CreditSights
Lakshmanan R, CFA, FRM, Head of South & Southeast Asia Corporates at CreditSights
Nicholas Chen, Analyst, East Asia Corporates, at CreditSights
Zerlina Zeng, CFA, Head of APAC Credit Strategy at CreditSights
Dhiraj Bajaj, CIO, Asia Fixed Income Equities at Lombard Odier

Timestamps:

00:00 – Introduction
02:09 – US rates and Treasury outlook
10:32 – Asia credit strategy and AUD bonds
14:49 – APAC financials and GCC banks
20:51 – South and Southeast Asia corporates
30:22 – Hong Kong property and Macau gaming
39:37 – GLP and Korean credits
46:46 – Audience Q&A
49:27 – Conclusion & Key Takeaways