July 21, 2020 Olam International: Cocoa Against COVID Asia, Credit, Investment Strategies Olam International, OLAM Warut Promboon Summary Asset Class Credit Quality High yield Geography Singapore Sector Agricultural Credit rating NR Report date 4-June-2020 Executive Summary We initiate our coverage of Olam International Limited (Olam), a leading global food and agri-business with >30 years of track record, headquartered in Singapore and majority-owned by the Singapore... Read More...
July 21, 2020 NEPTUNE ORIENT LINES: Cost Control Confidence Asia, Credit, Investment Strategies NOLSP, Neptune Orient Lines Warut Promboon Executive Summary SummaryGeographySingaporeSectorMarineCredit ratingNR/NR (Moody’s/S&P)Report date23-June-20 Since our last report, the NOLSP complex (in SGD) has outperformed as COVID-19 situation improved in many countries as well as the announcement of CMA CGM’s 1Q’20 results on 5-June.… <a... Read More...
Europe July 21, 2020 EU: A politically transformative deal, but unlikely to be the last word Europe, Politics EU Carsten Nickel <div... Read More...
Commentary July 21, 2020 Further Downside To The USD From Fed QE FX, G7, Investment Strategies editorial, QE Alan Brazil Related Reports JAPAN: Abe faces new risks as Japan exits state of emergency JAPAN:... Read More...
July 21, 2020 JAPAN: Second-wave fears cast shadow over domestic tourism campaign Japan, Politics Abe Tobias Harris <div... Read More...
July 21, 2020 BULGARIA: Continued protests heighten the probability of snap general poll Bulgaria, Central and Eastern Europe (CEE), Politics Andrius Tursa <div... Read More...
Macro Series July 21, 2020 Global Letter – You wouldn’t want to start from here Macro Monetary Policy Russell Jones <div... Read More...
Africa July 21, 2020 SUB-SAHARAN AFRICA: G20 debt commitments remain limited Africa, Emerging Markets covid-19 Anne Frühauf, Malte Liewerscheidt <div... Read More...
Further Downside To The USD From Fed QE