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Kelvin Pang
Head of Asia Credit Strategy.
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12 snips
Jun 20, 2025
• 9min
Midyear Credit Outlook: An Odd Disconnect in Asia
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Kelvin Pang, Head of Asia Credit Strategy, discusses the intriguing dynamics of the Asian credit market amid economic challenges. Pang highlights the paradox of sluggish growth alongside historically low credit spreads, driven by China's credit supply issues. He also delves into the appeal of dim sum bonds for issuers and the complexities of local versus dollar-denominated borrowing. The conversation explores risks in the Chinese property sector while urging investors to focus on high-quality credits for better strategic positioning amidst tariff uncertainties.
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