德银-亚洲-信贷市场-亚洲信贷月报-20180131-39页

DeutscheBankMarketsResearchAsiaCreditDate31January2018AsiaCreditMonthlyAirpocket________________________________________________________________________________________________________________DeutscheBankAG/HongKongDISCLOSURESANDANALYSTCERTIFICATIONSARELOCATEDINAPPENDIX1.MCI(P)083/04/2017.HarshAgarwal,CFAResearchAnalyst(+65)64236967harsh.agarwal@db.comViacheslavShilin,MBAResearchAnalyst(+65)64235726viacheslav.shilin@db.comVikashAgarwalla,CFAResearchAnalyst(+65)64235718vikash.agarwalla@db.comKarenKwan,MBAResearchAnalyst(+65)64235387karen.kwan@db.comFrancoLamResearchAnalyst(+852)22036226franco.lam@db.comWhatastart!Investorsacrossassetclassescouldn’thaveaskedforabetterstarttotheyear.Almostalltheconsensusviewshaveplayedout,butatareallyfastpace,henceitisnotsurprisingthatwearehittinganairpock