Arvind Subramanian

Evaluating private credit offerings requires a deep understanding of their complex strategies and their unique liquidity dynamics.

Debunking myths in private credit

As capital pours into the asset class, investors are being sold a story of low risk and stable returns. The reality is...

China's property sector accounted for 38 per cent of the high-yield Asian bond index in 2020, but its share has fallen to less than 10 per cent at end-2024.

What’s next for Asian high-yield bonds?

Much of the region’s macro fundamentals remain strong, presenting a reasonable investment proposition