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: Not Out of the Woods

Bond Market Monitor: The First Anniversary

Ukraine Impact on Asia, One Month into the War

Independent Asian Credit Research, Bondcritic

Warut Promboon

Independent Asian Credit Research

Macroeconomics

<ul>
<li>We were not convinced that we were heading for a global recession until Russia’s invasion of Ukraine.</li>
<li>We believe even if the war may end this year, hostility between the West and Russia/China will continue for years, if not decades.</li>
<li>With the combination of low interest rates and a lack of investment opportunities, we believe the world is entering stagflation where high inflation exists alongside low growth and high unemployment.</li>
</ul>


We were not convinced that we were heading for a global recession until Russia’s invasion of Ukraine.
We believe even if the war may end this year, hostility between the West and Russia/China will continue for years, if not decades.
With the combination of low interest rates and a lack of investment opportunities, we believe the world is entering stagflation where high inflation exists alongside low growth and high unemployment.


Market Monitor: The War on Stagflation