In Credit Weekly Snapshot – March 2024
Our fixed income team provide their weekly snapshot of market events.
India and Indonesia: assessing the impact of 2024 elections
Over the last decade, leaders in Indonesia and India have capitalised on their popularity and successfully enacted reform policies that have boosted long-term investment and exports.
Mexico’s 2024 election outlook: Lessons from the Latin American region
Mexican voters head to the ballot box next June. We explore potential outcomes and broader political change in Latin America.
Huawei-SMIC in the limelight, but more friction ahead
Despite restrictions around access to advanced technology, Huawei’s new smartphone – powered by SMIC chips – sees it back at the fore of 5G enabled devices.
Implications of Zambia’s Sovereign Debt Restructuring
A landmark deal for Zambia as agreement was reached on restructuring its $6.3bn debt. We explore what it means for other defaulters
Navigating China’s property sector: growth, turmoil and outlook
The future of China’s real estate market remains uncertain, depending on economic factors, policy interventions and market sentiment
Through the windshield: rate hikes and borrowing costs for investment grade companies
The impact of rate hikes and borrowing costs on investment grade companies
A boost for Boeing – what does it mean for bondholders?
A bumper order for 737-Max airplanes bodes well for Boeing and the commercial aviation sector. We assess what it means for bondholders
Elections en Turquie : vers un tournant majeur ?
L’opposition pourrait enfin l’emporter sur Erdogan, auquel cas l’intérêt des investisseurs étrangers devrait s’envoler, et la dettee turque permettre d’accéder à un pays qui a tout pour prospérer.
Fiscal Deterioration in Brazil and Colombia, Stability in Peru
Tensions between fiscal and monetary policy? Read the key takeaways from our recent trip to Latin America.