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 Bullish Case for Bonds Continues

Bond Market Monitor: Prime Time Continues

Bond Market Monitor: Time to Invest in EM Bonds

Bond Market Monitor: Between a Rock and a Hard Place

Treasury Yields Reversing Higher; U.S. Dollar and High Yield Spreads to Follow?

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

Macroeconomics

<ul>
<li>February 24th was the first anniversary of Russia’s invasion of Ukraine. We believe the likelihood of the war ending this year is very small.</li>
<li>The 2/10 spread has remained in a negative territory, meaning the recession is coming.</li>
<li>Slower and/or smaller than expected rate hikes provide a bullish case for bond investments this year.</li>
</ul>


February 24th was the first anniversary of Russia’s invasion of Ukraine. We believe the likelihood of the war ending this year is very small.
The 2/10 spread has remained in a negative territory, meaning the recession is coming.
Slower and/or smaller than expected rate hikes provide a bullish case for bond investments this year.


Bond Market Monitor: The First Anniversary