恒安標準人壽(亞洲) – Heng An Standard Life (Asia)

29 July 2024

Investing in emerging markets is always a balancing act, between the promise of high growth potential that is often tempered by a degree of inherent uncertainties present in the market. One country that has given investors plenty to cheer in recent years has been India. In this article, we will discuss the opportunities and risks associated with the market and whether it is still an attractive place to invest.

While Asian Credit fundamentals have remained stable, demand-supply technicals was the bigger driver of year-to-date performance. In line with broad expectations, the scarcity in bond supply has also rendered new issuance premium to be increasingly small. At this juncture, First Sentier Investor Asian Fixed Income team (“FSI team”) remain constructive in Asian investment grade (IG) credit as high all-in yields well above 5% does makes this asset class attractive from an income carry perspective.

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