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: Time to Invest in EM Bonds

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Independent Asian Credit Research, Bondcritic

Warut Promboon

Independent Asian Credit Research

Debt Capital Markets

Asia High Yield Bond Index / Debt Capital Markets

<ul>
<li>As we are entering the second half of 2024, inflation has remained sticky as expected.</li>
<li>The lingering fear of a global recession has been mitigating rising shipping and production costs and, as a result, kept inflation in check.</li>
<li>We see more opportunities in selected Chinese bonds in industries away from property and local government financing vehicle (LGFV) sectors and believe non-Asia emerging bonds offer better value.</li>
</ul>


As we are entering the second half of 2024, inflation has remained sticky as expected.
The lingering fear of a global recession has been mitigating rising shipping and production costs and, as a result, kept inflation in check.
We see more opportunities in selected Chinese bonds in industries away from property and local government financing vehicle (LGFV) sectors and believe non-Asia emerging bonds offer better value.


GMR Hyderabad International Airport (7174677Z IN)

Asia High Yield Bond Index

Bond Market Monitor: No Rate Hikes