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Bondcritic

Bondcritic
Asian Fixed Income/Frontier Market Research

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bearishMacroeconomics
28 Feb 2024 23:42

Thailand: Aging Poor

The political uncertainty in the past 2 decades has not subsided, in our judgment. We then expect more unpredictable disruptions and policy...

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30 Jan 2024 19:04

Bond Market Monitor: Thai Bonds Are for Issuers

Close to home, we are looking into how the recent global rate trajectory will impact Thailand. We still believe Thai bonds will remain unattractive...

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bullishMacroeconomics
28 Dec 2023 03:05

Bond Market Monitor: Time to Invest in EM Bonds

We believe the US could hit recession next year.  Rate cuts and a peak of a rate hike cycle plots a scenario where fixed rate bonds will be the...

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10 Nov 2023 19:36

Country Garden : Jungle Rather than Garden

We believe the Chinese economy is not a completely free economy and such financing and equity injection arrangements for the troubled Chinese...

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30 Oct 2023 18:07

Country Garden : Not a Nickel Play

Country Garden defaulted on its USD bonds on 18-October. Its COGARD complex was offered c.5 cents on the dollar but we cannot recommend buying...

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