Morning Roundup

Daily UpdateMacro Economic IndicatorsRates CreditFXInformation TechnologyReal Estate

The report highlights IMF funding for Sri Lanka amid energy price spikes and a hawkish forecast shift from the Bank of Korea. It also notes record AI-driven debt issuance in Taiwan and significant corporate credit restructuring updates across Asia.

Key Takeaways

  • 1.The IMF released a $695 million tranche to Sri Lanka to stabilize reserves against Iran-war driven energy inflation.
  • 2.The Bank of Korea significantly raised its 2026 GDP and CPI forecasts, signaling emerging rate hike risks.
  • 3.Taiwanese tech firms have issued a record $14.5 billion in debt year-to-date to finance AI-related capital expenditures.

Table of Contents

  • Sri Lanka
  • India
  • South Korea
  • Taiwan
  • Asia Primary Dollar Bond Market
  • Credit Highlights

Access the Full Report

Get unlimited access to institutional research reports with a 14-day free trial.

Authors

Iris Chen

Securities

SDECDIKangda InternationalGLP HoldingsVNETRoad King

Themes

Geopolitical Inflation RisksAI Infrastructure Capex

Regions

Asia PacificSri LankaIndiaSouth Korea