In Credit Weekly Snapshot – March 2024

London Bridge

Our fixed income team provide their weekly snapshot of market events.

India and Indonesia: assessing the impact of 2024 elections

Jakarta skyline

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

Mexico's statue

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

Woman using phone in crowded street

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 

Waterfall

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

Cranes constructing skyscrapers

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

Tractor in field

The impact of rate hikes and borrowing costs on investment grade companies

A boost for Boeing – what does it mean for bondholders?

A Boost for Boeing

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 ?

Istanbul skyline

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

South America colorful houses on a hillside

Tensions between fiscal and monetary policy? Read the key takeaways from our recent trip to Latin America.