Michel Lowy at CEO Forum on Asian fixed income market

Listen to Michel Lowy at Asia Institute’s CEO Forum in Hong Kong where he presented key data points and an historical perspective on the current state of the Asian fixed income market, where highlights include China local bond market opportunities and the emergence of the Asian loan market. Follow key points below.

Listen online below or click here to Download / Open in a new window (17:45):

KEY DRIVERS BEHIND ASIA’S INSTITUTIONAL CAPITAL FLOWS

Why Bother with Asia Fixed Income?

• Market cap of Asian Equity Markets – Over USD 20 trillion
• Asian Equities are 2x European Equities
• Asian Public Bond Market – Above USD 1 trillion

Asian Fixed Income Markets

China Local Bond Market Opportunities

Emergence of Asian Loan Markets

Current State of the Asian Fixed Income Market

• USD Syndicated Loan Market – Growing and Opening Up
• Huge Chinese Local Market Opening Up
• Growing USD Bond Market

Challenges

• Creditor Rights
• Accounting Standards
• Liquidity and Depth of Market
• Diversification Outside China
• Offshore Regulatory Obstacles