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Turkish mortgage rate cut unlikely to significantly impact bank profitability
Despite concerns that a cut in mortgage lending rates will impact the profitability of the Turkish banking sector, fears appear to be overblown. The cut will likely only apply to a small portion of banks’ loan portfolios, and the sector remains very solid. As such, not even mortgage backed bonds are likely to be affected.
15 Aug 2016
VIDEO: Wilbur Matthews, CEO and CIO, from Vaquero Global Investment
Wilbur discusses how the performance of Brazil’s debt markets have shifted over the past year.
14 Aug 2016
Negative rates mean large EM selloff unlikely even if Fed hikes
The markets appear to believe that the US Fed will be slow in raising interest rates in the future. Although certain EMs will suffer when a hike does occur, investors may hold on to EM fixed-income due to the increasing number of low or negative yielding bonds present across DMs.
10 Aug 2016
Sovereign bond unlikely to drive up Mexican corporate issuance
The near US$3bn bond issued by the Mexican sovereign demonstrates how in-demand the country’s fixed income assets are. However, unlike in other LatAm countries, there will not be a significant amount of corporate bond offerings as a direct result, as the markets have been open to such entities all year. Nevertheless, a substantial spread rally could see corporates make opportunistic issuances.
9 Aug 2016
The rise of Brazil’s real
Although the appreciation of the Brazilian real is being driven by improving economic fundamentals, there are factors that could cause the currency’s rise to slow. Exporters may suffer, but a stronger real is unlikely to impact investor interest in the country’s assets.
8 Aug 2016
Despite ratings upgrades, Russian corporate bonds unlikely to move
Russian steel exporting corporates are demonstrating strong fundamentals, which not even EU tariffs are likely to impact. However the debt of these companies, similarly to that of the majority of the Russian corporate space, is already trading relatively tightly, so despite their appealing fundamentals, there are unlikely to be any major shifts in Russian corporate fixed income.
5 Aug 2016
Top Dealmaker: Arthur Rubin, SMBC
Arthur Rubin is Head of Latin American Debt Capital Markets and Liability Management at SMBC Nikko. He previously served as Head of Latin American Capital Markets at Nomura Securities, and before that served as Head of Latin American Debt Capital Markets at ING Financial Markets. He previously worked in Latin American DCM at firms including Morgan Stanley and Goldman Sachs.
5 Aug 2016
Despite concerns, opportunities abound in LatAm
The major economies in Latin America are still providing opportunities for foreign investors, but clouds on the horizon such as slowing growth and external and internal political factors are causing concern. Fresh investment opportunities are however available either in different sectors or in different countries across the region.
4 Aug 2016
Turkish credit activity to remain strong
The most recent inflation figures from Turkey, although high, are no surprise. The country’s fixed income space and currency have been affected by the performance of Turkey’s economy, but despite recent events, credit activity from, and foreign interest in Turkey will remain strong.
3 Aug 2016
Indian corporates looking abroad for funding
A burdened banking sector has meant that Indian corporates have had to look elsewhere for funding. Investor demand for higher yielding instruments has led to a lot of activity from the Indian corporate space on the international markets over the last week, a trend which is likely to continue as long as the global economy remains stable.
2 Aug 2016