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: 2025 as Another Year for USD Bonds

Independent Asian Credit Research, Bondcritic

Warut Promboon

Independent Asian Credit Research

Macroeconomics

<ul>
<li>President Trump’s announcement of tariffs stunned the market and warrants our pessimism on the US economy.</li>
<li>One of the worst policy blunders in our lifetime should help put the US into a recession this year</li>
<li>We recommend a long position in short-rated and variable rate bonds as well as precious metals such as gold.</li>
</ul>


President Trump’s announcement of tariffs stunned the market and warrants our pessimism on the US economy.
One of the worst policy blunders in our lifetime should help put the US into a recession this year
We recommend a long position in short-rated and variable rate bonds as well as precious metals such as gold.


Bond Market Monitor:                TRUMPolined Recession