ショート
SHCOMP could drop further
The lackluster demand for Asian dollar bonds (ADB) is likely to recover as investors who shunned weaker quality notes during the turbulent final quarter of 2018 now see them as too cheap to ignore. This indicates investors will take money out of SCI and invest into ADB junk bonds
ノート
Overall orders fell in the last three months of last year, with demand skewed toward quality names as investors sought shelter amid the worst sell-off in a decade. Yields on Asian junk bonds surged to a seven-year high of 9 percent at the end of November. However, the offers a window of opportunity to look for bargains, according to Aberdeen Standard Investments.“The story of 2018 was the dramatic widening in Asia high-yield spreads,” said Paul Lukaszewski, head of Asian corporate debt & emerging market credit research at Aberdeen Standard. “The current market is fertile with opportunities to generate attractive returns” and “Chinese high yield remains an outlier in that it continues to offer compelling valuations far above historic averages,” he said.
Lord MEDZ
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Lord MEDZ
免責事項
これらの情報および投稿は、TradingViewが提供または承認する金融、投資、取引、またはその他の種類の助言もしくは推奨であることを意図したものではなく、またこれらに該当するものでもありません。詳細は利用規約をご覧ください。