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Insights Overview

Insights Overview Summary
Regular publications from PIMCO’s thought leaders provide insights and analysis across asset classes, investment styles and regions around the world.
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May 2013 Asia Credit Perspectives As Energy Demand Outpaces Supply, Asia Looks Overseas to Refuel

Raja Mukherji, Taosha Wang

We expect more Asian oil and gas companies to tap the bond market going forward, often to finance acquisitions outside the region.
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February 2013 Asia Credit Perspectives Love, Money or Disappointment: What Will Asian Credit Investors Find in Their Red Envelopes?

Robert Mead, Raja Mukherji

The Asian credit market offers attractive opportunities to invest in select companies in high growth sectors, but careful credit analysis is essential.
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August 2012 Viewpoints The Chinese Hangover: As Infrastructure Spending Drops, So Does Demand for Chinese Steel

Raja Mukherji

China’s stimulus programs have created an overabundance of domestic steel capacity, as demand from domestic and export markets has fallen.
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January 2012 Economic Outlook Asia-Pacific Portfolio Managers Discuss PIMCO’s Cyclical Outlook

Robert Mead, Isaac Meng, Raja Mukherji

​Emerging Asia will continue to perform well this year but will not be the world’s savior.
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