Impact of Basel 3 Reforms and Private Credit

Private credit will hog the limelight in 2024, with ever-larger deals and continued expansion, even as high rates and a slowing economy add risks. To discuss the outlook for next year, Paula Seligson and Lisa Lee — senior reporters in Bloomberg’s global private credit news team — join senior editor James Crombie in the latest episode of the Credit Edge podcast. Private debt will likely attract more investors — and the attention of regulators seeking transparency. Also in this episode, Bloomberg Intelligence credit analyst Rena Kwok weighs the resilience of Asean banks amid a Chinese economic slowdown. She identifies relative value in Bangkok Bank bonds and sees risks across the board from elevated interest rates. Private credit activity has been muted in the region, but it’s something to watch for next year, Kwok says.

See omnystudio.com/listener for privacy information.