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
Related Resources:
More from our team:

2Q26 Quarterly US Covenant Trends: Leveraged Loans and High Yield Bonds
Read More
2Q26 Quarterly Covenant Trends: European Leveraged Loans & High Yield Bonds
Read More
Emerging Markets: 2H26/2027 Strategy Outlook
Read More
Asia in Focus: 2H26 Global Credit Outlook Implications
Read MoreKnow More. Risk Better.
Sign up to receive our latest credit insights direct to your inbox.




