Oct 12, 2026 · 7 min · 5 segments
How are rising global interest rates, historic diesel crack spreads and corporate unwinding of strategic cross-holdings reshaping investment opportunities across Asia and beyond? In this Curator's…
1.
Leverage under the lens As interest rates creep up globally, our insight providers review how this impacts Asian equities.
Manishi Raichaudhuri assesses which markets and sectors might be most vulnerable in Asia.
Thai telcos have the highest net debt to equity among Asian market sectors, he notes.
Average Asian policy rates have been creeping up since May 2026.
In Hong Kong, Osbert Tang screens Hang Seng Index constituents for gearing and floating rate debt.
He finds, the more exposed stocks are CLP and LINK REIT as they have moderately high gearing of 49.3% and 35.2% respectively.
Their proportion of floating rate debt is higher at 48% and 40%, respectively.
Goudens Schneider finds the big four banks lagged the ASX 200 by 6.2% and 5.4% over the 20 trading bays after the March and May hikes.
They are 1.4% behind five days after September's.
David Blennerhassett's Aussie Shorts series shows how steadily short interest in the banks has grown over the past year.
1.
Leverage under the lens As interest rates creep up globally, our insight providers review how this impacts Asian equities.
Manishi Raichaudhuri assesses which markets and sectors might be most vulnerable in Asia.
Thai telcos have the highest net debt to equity among Asian market sectors, he notes.
Average Asian policy rates have been creeping up since May 2026.
In Hong Kong, Osbert Tang screens Hang Seng Index constituents for gearing and floating rate debt.
He finds, the more exposed stocks are CLP and LINK REIT as they have moderately high gearing of 49.3% and 35.2% respectively.
Their proportion of floating rate debt is higher at 48% and 40%, respectively.
Goudens Schneider finds the big four banks lagged the ASX 200 by 6.2% and 5.4% over the 20 trading bays after the March and May hikes.
They are 1.4% behind five days after September's.
David Blennerhassett's Aussie Shorts series shows how steadily short interest in the banks has grown over the past year.
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