Basel Al-Waqayan

In this insightful discussion, Tim Tan, Lead Asia Credit Strategist; Jason Lee, Associate covering China and India bonds; Basel Al-Waqayan, Middle East Fixed Income Strategist; Hema Patel, European Credit Strategist; and Reto Bachmann, Chief Strategist for Structured Finance, unpack the dynamics of global credit markets. They delve into the growing interest in Asia dollar bonds and Renminbi alternatives, explore the resilience of the Middle Eastern Sukuk market, and analyze trends in European green credit and structured finance, providing valuable strategies for investors.

Heema Patel, Europe credit strategist at Bloomberg Intelligence, explains US issuers tapping euro markets and tech-driven euro deals. Reto Bachmann, structured credit specialist, traces AI-driven SaaS sell-offs and CLO reinvestment dynamics. Basel Al-Waqayan, GCC/MENA strategist, covers sukuk growth and geopolitical spread risks. Jason Lee and Tim Tan, Asia credit strategists, discuss Dim Sum versus dollar funding and the surge in Asia convertible bonds.

In this insightful discussion, guests dive deep into global credit dynamics. Jason Lee highlights the decline in China's dollar bond market and India's potential for strong performance in 2026. Tim Tan unpacks the intricacies of Panda and Dim Sum bonds amid currency risks in Asia. Basel Al-Waqayan forecasts significant growth in the GCC's dollar issuance, emphasizing its rising prominence in emerging markets. Reto Bachmann explores the European structured credit landscape, detailing trends in CLOs and covered bonds. A comprehensive look at the evolving credit market awaits!