Asian Fixed Income/Frontier Market Research

Bondcritic

Bondcritic, established in 2009, is designed to be an independent credit research voice that helps investors gain insights and unbiased analyses on Asian fixed income market. Our mission is to discover deep-value Asian high-yield and distressed bonds with a bottom-up approach, together with the help of our proprietary ESG (Environmental, Social Development, and Governance) model. At the same time, we focus on bringing investment cases of unrated and unloved issuers to the general public.

Bond Market Monitor: The First Anniversary

Bond Market Monitor: The Bullish Case for Bonds Continues

Bond Market Monitor: Prime Time Continues

Bond Market Monitor: Between a Rock and a Hard Place

Bond Market Monitor: Not Out of the Woods

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

Independent Asian Credit Research, Bondcritic

Warut Promboon

Independent Asian Credit Research

Credit

<ul>
<li>10 months + since Russia invaded Ukraine and there is yet no end to the war in sight.</li>
<li>The negative 2/10 spread generates quite a conviction by almost all of market participants that the world is heading into recession next year.</li>
<li>We believe inflation could slow down and the on-going rate hikes may end faster than expected. Slower/smaller than expected rate hikes provide a bullish case for bond investments in 2023..</li>
</ul>


10 months + since Russia invaded Ukraine and there is yet no end to the war in sight.
The negative 2/10 spread generates quite a conviction by almost all of market participants that the world is heading into recession next year.
We believe inflation could slow down and the on-going rate hikes may end faster than expected. Slower/smaller than expected rate hikes provide a bullish case for bond investments in 2023..


iShares 3-7 Year Treasury Bond

Bond Market Monitor: Bonds Are Back