At OCBC Credit Research, we published the Mid-Year 2021 outloo | OCBC Research Insights

At OCBC Credit Research, we published the Mid-Year 2021 outlook, preferring to take credit risk and subordination risk over interest rate risk to generate returns in the SGD market.

Aside from the credit profiles and recommendations of 63 companies and financial institutions, we dived into topics including:

1. Transition Finance
2. The problem with Promises in Credit
3. Why Bond Covenants matter
4. Digital Assets and Bonds on Distributed Ledger Technologies
5. Implications of Stranded Assets
6. The Path to a Greener Singapore
7. Should investors buy Singapore REITs or Perpetuals?

As well as industries including:
8. Singapore REITs - An Increasingly Uneven Playing Field
9. Financial Institutions - Stable with Limited Upside and Downside
10. Singapore Property - Up, Up and Away

The publication is made possible with
Andrew Wong, Ezien Hoo, Hong Wei, Zhi Qi with the help of Yao-Hua, Ze Feng and Alvin Song