Pandemic induced distortions are set to normalise as economic recovery continues next year.
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Pandemic induced distortions are set to normalise as economic recovery continues next year.
It has been a recurring theme since interest rates collapsed a year ago, and Asian high yield credit retains supporters
Strong fundamental and technical factors should support Asian fixed income as the region emerges from Covid-19 lockdowns, according to Loomis Sayles, a Natixis IM affiliate.
Strong monetary and fiscal stimulus measures have provided ample liquidity and credit availability to support Asian borrowers, according to the firm’s head of Asian credit.
Although he is wary about the fiscal burden taken on by some emerging markets, selective Asia local currency bonds are appealing, according to Gam Investments’ macro strategist
Bertram Sarmago, the firm’s investment director, answers three questions on Asian credit on the sidelines of the Bangkok Investment Forum last week.
Part of the Mark Allen Group.