July Asia Credit Wrap: 2H25 Strategy, Corporates & Bank Earnings
Date: July 31, 2025
Presenters:
Lakshmanan R
Head of South & Southeast Asia Corporates Research, CreditSights
Zerlina Zeng, CFA
Head of East Asia Corporates, CreditSights
Karen Wu
Senior Analyst, APAC Financials, CreditSights
Join us for the upcoming APAC Monthly Webinar, where our CreditSights experts will provide in-depth analysis and actionable intelligence on Asia-Pacific’s dynamic credit landscape.
With recent developments reshaping the region’s corporate and financial sectors, our specialists are ready to deliver the latest strategy updates, sector trends, and issuer highlights across APAC.
Gain valuable insights from our experts on the following topics:
Asia Strategy & East Asia Corporates
Presented by Zerlina Zeng
- Strategy Updates: Explore our outlook for 2H25/1H26, including US macro and rates views, Asia credit outlook, and sector strategies.
- Korean Corporate Earnings: Analyze recent results and the impact of the One Big Beautiful Bill Act.
- AUD Bonds: Gain market color and discover new trade ideas.
South & Southeast Asian Corporates
Presented by R Lakshmanan
- HK Investor Meeting Takeaways: Key insights from recent discussions.
- India Issuer Meetings: Highlights from latest engagements with Vedanta and JSW Steel.
- Vedanta Short-Seller Report: Our analysis and perspectives.
APAC Financials
Presented by Karen Wu
- Earnings Review: Deep dive into Korean, Thai, and Indian banks.
- Chinese AMCs: Understanding trends in bank divestments and new investments.
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