Credit Suisse’s Woods Is Overweight Asia High-Yield Corporate Bonds

The video discusses the convertible bond market, focusing on tech companies leveraging rising equity markets for funding. It highlights the impact of China's deleveraging campaign on corporate liquidity and the growing investor interest in high yields and equity upside. The video also covers market trends, including spread tightening and the risks associated with supply and redemption. Finally, it touches on China's economic stabilization and its influence on local and global investor demand.

What factors are contributing to the demand for high yield investments in the Asian market?

How has the deleveraging campaign affected the corporate sector's access to liquidity?

What is the significance of the rising equity markets for tech companies in relation to convertible bonds?

Discuss the implications of low default rates on the Asian high yield market.

What are the potential risks associated with the wall of redemption in the Asian high yield market?