The cost to insure better-rated Asian debt (CDS) is set to rise in March by the largest monthly increase since 2023, reflecting growing concern about the economic fallout from the Iran War on regional borrowers. Expect wider credit spreads, higher funding costs for Asian sovereigns and corporates, and increased EM credit volatility as investors adopt a more risk-off stance.
The cost to insure better-rated Asian debt (CDS) is set to rise in March by the largest monthly increase since 2023, reflecting growing concern about the economic fallout from the Iran War on regional borrowers. Expect wider credit spreads, higher funding costs for Asian sovereigns and corporates, and increased EM credit volatility as investors adopt a more risk-off stance.
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mildly negative
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