Asian fixed income Loading... : Investor Sentiment and Bull/Bear Views

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05:48
Sep 17
Eiji Ueda Head of Asia Pacific and Partner, Apollo Bloomberg Markets
Asian private credit bridges capex demand
Ueda sees a large opportunity in Asian fixed income and private credit. Asia needs roughly $40 trillion of capex over the next 14-15 years, while retirees need guaranteed-return products and bank deposits are barely growing. Corporate financing demand is rising 5-6%, so private credit can bridge capital looking for higher returns with growing corporate capex needs.
HIGH
10:10
Jan 12
Rachana Mehta Head of Regional Fixed Income at May Bank Asset Management Bloomberg Markets
Asian fixed income better than US.
She is more bullish on Asian fixed income than U.S. fixed income because demand is strong and the supply picture is better. She also expects that supply dynamic to help Asian currencies perform better.
MED

About Asian fixed income Investor Commentary

Across the available history and selected sources, Buzzberg tracks Asian fixed income across 1 sources: 2 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish. Latest voices: Eiji Ueda, Rachana Mehta.