Asian Banks' AT1s Non-Call Risk Low

The video discusses the current state of valuations and opportunity costs in asset classes, focusing on the Asia-Pacific region. It highlights the wealth flows from mainland China to Hong Kong, driven by yield differentials and Fed rate hikes. The impact of deposit rates on banks' funding mix is examined, with a focus on easing funding situations in Asia. The role of AT1 capital in Chinese banks' funding strategies is explored, along with the shift to onshore issuance. Japanese banks' FX risk management and the potential issuance of dollar-denominated AT1s are discussed. Finally, the video analyzes the divergence in equity performance among Asian banks, noting the impact of global exposure.

What factors contribute to the liquidity issues in the banking space as mentioned in the text?

How have Chinese banks adapted their issuance strategies in response to market conditions?

What has been the trend in share price performance among Asian banks since the collapse of a single value bank?