Asset Market Strategy: Bullish Regional Debt

Our theme of slower growth and disinflation across Asia in H211 and 2012 suggests significant value in the region's fixed-income markets. Our long-held bullish view on Australian debt remains well placed, while entry points into the likes of Indian and Korean rate markets are starting to look enticing. Finally, our concern that China's banking sector is awash with underperforming assets points to upside potential in the sovereign's credit default swap spreads.

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