JPMorgan Econ FI-Asia Credit Outlook and Strategy 2Q24 Clipping Coupons-107507311

2024-04管理咨询53免费

📄 文件全名: 《JPMorgan Econ FI-Asia Credit Outlook and Strategy 2Q24 Clipping Coupons-107507311.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: Asia credit clocked up 1.4% in 1Q, essentially making it a season for coupon clipping. Such a return is commendable, considering that this was achieved despite a
decent for the remaining part of the year. We expect full-year return to be around 7.0-7.5% assuming a slight widening in credit spreads (12bp to SOT+205) as
UST yields trend lower (-30bp to 3.9% for 7-yr UST). We are agnostic between IG and HY, and within IG have a preference for corporate over financials, and the
 Clipping coupon. Asia credit had a decent start for 2024 with the JACI clocking up 1.42% total return in 1Q24. While there have been stronger quarters for
buffered by 42bp of tightening in credit spreads. Essentially, the first quarter’s return came solely from carry. This is hovering ~6%, which we think is decent
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1 Market overview 1
2 Fundamentals 15
3 Technicals 31
4 Valuations 39

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《JPMorgan Econ FI-Asia Credit Outlook and Strategy 2Q24 Clipping Coupons-107507311》主要包含哪些内容?

See end pages for analyst certification and important disclosures. J.P. Morgan does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investor核心数据:Asia credit clocked up 1.4% in 1Q, essentially making it a season for coupon clipping. Such a return is commendable, considering that this was achieved despite a;decent for the remaining part of the year. We expect full-year return to be around 7.0-7.5% assuming a slight widening in credit spreads (12bp to SOT+205) as;UST yields trend lower (-30bp to 3.9% for 7-yr UST). We are agnostic between IG and HY, and within IG have a preference for corporate over financials, and the。

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