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.

Bondcritic Market Monitor (30-Sep-2019): The Cat Is Still Dead...

Bondcritic Market Monitor (14-Oct): Improving Risk Apetite

The Week that Was in ASEAN@Smartkarma - Indonesia's Economy, Pay-TV, and Thai Hotels

Trade War Game On: China Has Never Been in a Better Position to Retaliate

Slower or Faster? Mixed Signals from China Growth

Independent Asian Credit Research, Bondcritic

Warut Promboon

Independent Asian Credit Research

Credit

<p>Global politics respite lured investors away from bonds and back into equities. S&amp;P 500 index rose above 3,000 (close to all-time high), while 10-year US Treasury yield jumped to 1.9% from 1.47% in a fortnight. We do not believe political discontent is over yet as the problems of Hong Kong, Brexit, and US-China trade conflict remain unresolved. Thus, the sentiment bounce is temporary, in our judgment.</p>

Global politics respite lured investors away from bonds and back into equities. S&amp;P 500 index rose above 3,000 (close to all-time high), while 10-year US Treasury yield jumped to 1.9% from 1.47% in a fortnight. We do not believe political discontent is over yet as the problems of Hong Kong, Brexit, and US-China trade conflict remain unresolved. Thus, the sentiment bounce is temporary, in our judgment.

Bondcritic Market Monitor (16-Sep-2019): Dead Cat Bounce