Jun Yang and Rebaca Tan of the Financial Institutions team discuss how low interest rates and demographic changes, combined with the fallout from coronavirus outbreak, will weaken the profit outlook for at Asia-Pacific banks.
Simon Tse and Silvia Baumann from the Structured Finance team discuss the benefits of non-bank lending in Europe and the credit implications for both small and medium-sized enterprises (SME) and securitised transactions.
Artem Frolov of the Corporates team provides insight about our cautiously optimistic view of Russian oil companies’ credit dynamics despite the adverse operating environment. Plus, Michael Higgins of the Sovereign team discusses the challenges and recovery prospects for non-investment grade emerging and frontier market sovereigns.