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
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
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。
覆盖 2024 年,全文约 53。
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