High-Yield/​Crossover Opportunities in Indonesia and India with Lucror Analytics

In this episode, we're excited to welcome back Analysts Charles Macgregor, Trung Nguyen, and Leonard Law of Lucror Analytics, who present their high-yield/crossover picks in India and Indonesia.  -- Smartkarma users can find the presentation slides here. --  Lucror Analytics was established in 2010 in Singapore, to meticulously and methodically scrutinise the opportunities and risks inherent in high yield investing. Since 2010, Lucror Analytics has been entrusted as a reliable research partner by the largest and most reputable participants in the high yield segment – asset managers, family offices, hedge funds, investment and private banks, who recognise the value and distinct advantage that independent research imparts to their investment and risk management decisions. Charles Macgregor is an industry veteran with over 35 years of experience. As Head of Asia, he is responsible for the Asian credit research product at Lucror, which he joined in 2013. Previously, he had worked for Deutsche Asset Management, where he was Head of Credit Research, Asia-Pacific and Co-Chair of their Global Credit Methodology Committee. He also worked at Moody’s, where he was a Senior Credit Officer and a member of their New Instruments Committee and Symbols & Definitions Committee. Follow his work: https://skr.ma/eo2AP5v6VsRmWYcD9 Leonard Law covers a portfolio of Chinese and Indonesian high-yield corporate credits. Prior to joining Lucror in 2017, he was an Associate Analyst with Moody’s Investors Service for three years, responsible for credit analysis and research. Follow his work: https://skr.ma/CKFZpohb6GzTFfH77 Trung Nguyen is responsible for covering high-yield companies in the Southeast Asia region. He joined Lucror in 2013 from ST Asset Management, a credit investment arm of Temasek Holdings, where he spent over six years in investment research and portfolio management. Follow his work: https://skr.ma/1pHREyj8z5QDLRLE9 -- This podcast is provided for general informational and entertainment purposes only, and is not intended to provide financial, investment or other professional advice. Views expressed by third parties do not necessarily represent Smartkarma’s views. Smartkarma assumes no responsibility or liability for the accuracy, compliance or completeness of the podcast or the information it contains. Users should not rely on the podcast or the information it contains when making individual, business or other strategic decisions and should always consult a qualified expert or professional adviser.