From Taipei to Hong Kong: Credit Conversations That Matter

Know More. Risk Better. Podcast | Season 10, Episode 6

In this episode of the Know More. Risk Better. podcast, the discussion explores how Asian investors are navigating global credit markets amid volatile US rates, shifting macro expectations, and rapid AI-driven investment. Zachary Griffiths and Zerlina Zhang unpack key takeaways from Zerlina’s recent roadshow across Greater China and Taiwan, covering investor sentiment on Fed policy and US growth, yield-seeking behavior, private credit contagion risks, AI capex trends, Japan’s fiscal outlook and JGB volatility, and the growing appeal of Asia local currency bonds, particularly Australian dollar debt. Gain timely, on-the-ground insights to help investors better assess cross-market risks and identify opportunities in an increasingly uncertain global environment.

Speakers:

Zachary Griffiths, Head of IG & Macro Strategy, CreditSights:
Zachary leads US investment grade and macro strategy, bringing expertise in financial markets and economic implications.

Zerlina Zeng, Head of APAC Credit Strategy, CreditSights:
Zerlina conducts roadshows across Greater China, covering Asian dollar credit markets, local currency bonds, JGBs, and regional investor sentiment.

Timestamps:

00:00 – Introduction
01:48 – Asia Roadshow Overview
04:17 – Top Client Questions & Themes
11:02 – Japan Election & JGB Dynamics
16:41 – US Treasury & Duration Views
22:14 – US Economic & Inflation Outlook
27:32 – Australian Dollar Bonds
30:52 – Conclusion & Key Takeaways