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.

361 Degrees International: Too Liquid to Quit

Bondcritic Market Monitor (18-Nov-19): Credit Homework, Slowing China, & Volatility

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

Vietnam: Still Primed for Investment Grade

Independent Asian Credit Research, Bondcritic

Warut Promboon

Independent Asian Credit Research

Credit

<p>In our bi-weekly newsletter, slow growth should translate into low rates. Low rates and low growth mean money inflow into the bond market (from the equity market) which we believe will favor high-yield rather than high-grade bonds. However, slow growth will also mean rising defaults. As a result, we prefer to remain within "BB-" to "BBB-" sector and avoid lower credit quality part of the credit curve.</p>

In our bi-weekly newsletter, slow growth should translate into low rates. Low rates and low growth mean money inflow into the bond market (from the equity market) which we believe will favor high-yield rather than high-grade bonds. However, slow growth will also mean rising defaults. As a result, we prefer to remain within "BB-" to "BBB-" sector and avoid lower credit quality part of the credit curve.

Bondcritic Market Monitor(28-Oct): Navigate Low Rates and Low Growth with Caution

US Treasury (10 Yr Generic)

Bondcritic Market Monitor(28-Oct): Navigate Low Rates and Low Growth with Caution