The Asia Credit Wrap: April 2024

Our senior analysts presented the most topical issues in the Asian credit market over the month of November in a fireside chat format.

Financials:

• Thai, Indian private sector, and Korean bank results: Key takeaways
• Issuer calls with Korean and Australian banks
• Updated RV recommendations

East Asia Corporates:

• Hong Kong: Investor trip takeaways
• Hong Kong Property: Issuer trip takeaways
• LG Electronics new issue/initiation and Korean corp new issue outlook
• China 1Q24 GDP and policy outlook

South and South East Asian Corporates:

• Freeport Indonesia initiation
• Vedanta: Creditor Concerns over Demerger; Asset Sale Prospects
• S&SEA IG RV Changes
• Earnings: Medco, Azure, SMC complex