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Asia in Focus: 2Q26 Global Credit Outlook Implications

April 7, 2026

ÌÇÐÄÊÓÆµ APAC research team and guest speaker Dhiraj Bajaj at Lombard Odier Investment Managers, reviewed the 2Q26 global credit outlook and discussed how recent macro developments and the Middle East conflict are shaping Asia‑Pacific credit markets.

Watch on YouTube:

Speakers:

Pramod Shenoi, Head of Asia-Pacific Research, Head of Financials at ÌÇÐÄÊÓÆµ
Lakshmanan R, CFA, FRM, Head of South & Southeast Asia Corporates at ÌÇÐÄÊÓÆµ
Nicholas Chen, Analyst, East Asia Corporates, at ÌÇÐÄÊÓÆµ
Zerlina Zeng, CFA, Head of APAC Credit Strategy at ÌÇÐÄÊÓÆµ
Dhiraj Bajaj, CIO, Asia Fixed Income Equities at Lombard Odier

Timestamps:

– Introduction
– US rates and Treasury outlook
– Asia credit strategy and AUD bonds
– APAC financials and GCC banks
– South and Southeast Asia corporates
– Hong Kong property and Macau gaming
– GLP and Korean credits
– Audience Q&A
– Conclusion & Key Takeaways

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