AusNet: Stable Regulated Utility Offering Attractive AUD Bond Yields Between 5.0% to 5.9%

In this article, we highlight an Australian utility that provides high-quality income.

Banco Santander Announces New SGD 6NC5 Senior Non-Preferred Bonds at an IPG of 3.10%

Banco Santander SA is launching a new SGD 6NC5 Senior Non-Preferred bond at an initial price guidance of 3.10%. Here is our take on the new issue.

Newly Issued Bond: ICICI Bank USD Bond; IPG : 5.7%

ICICI Bank’s 5-year USD bond offers attractive investment-grade income, supported by strong profitability, capital, asset quality and funding, though pricing may tighten.

Credit update: Unlocking 5.8% Opportunities from a Leading UK Bank – Lloyds

TSMC 2Q26 results tell you why we are so bullish on Asian semiconductors

TSMC’s latest results offer the clearest evidence yet that the AI investment cycle remains far from its peak, reinforcing our bullish view on Asian semiconductors.

Australia 2H26 Bond Outlook: Waiting for the Wind to Shift

Sticky inflation and a cautious RBA favour a barbell strategy, combining short and longer-tenor AUD bonds from defensive issuers.

USD Bond 2H26 Outlook: Lock in Elevated Yields Amid Persistent Inflation and Flattening Curve

Sticky inflation and a hawkish Fed favour locking in elevated yields through 1–7-year USD bonds, with investment grade preferred over high yield.

Newly Issued Bond: Hanwha Aerospace USD Bonds; IPG : 5.37%

Hanwha Aerospace’s three-year A-rated USD bond offers attractive carry, supported by defence leadership, a sizeable backlog and adequate liquidity, despite rising debt.

Samsung Electronics: Strong earnings, stock slides. Is Samsung's rally over?

Samsung Electronics recently released its Q2 earnings guidance. Although revenue and operating profit were strong, the stock price fell in response. This has raised market concerns about whether the rally in this memory giant has ended. But has Samsung's rally truly come to an end?

Hong Kong Outlook 2H26: From delivery price war to the AI wave, can Hong Kong regain momentum?

The key to Hong Kong equities' performance in the second half depends on two main themes, an easing of the food-delivery war and China's domestic AI substitution.