Asian Bond Monitor: Baht Bond Bummers (“BBB”)
​Analysis of latest THB bond offerings in Thailand reveals Sermsang Power's 2.33-year bonds with 4.5% as top choice for retail investors in...
280 Views
Bond Market Monitor: Thai Corporations UnSmiled
​12-month probability of default for Thai corporations is on the rise, with political and economic challenges ahead due to military conflict and...
398 Views
Bond Market Monitor: Thailand Unsmiled
​Analysis of Thailand's institutional issues in light of "Why Nations Fail" book, highlighting the importance of understanding the local operating...
420 Views
ASEAN Agritech: Key Beneficiary of the AI Revolution
Agriculture is a key driver of Southeast Asia’s economy, contributing 11% of ASEAN’s GDP in 2022 and employing about a third of the region’s...
61 Views
Bond Market Monitor: Prime Time Continues
Our thesis has not changed but the Fed appears to be more hawkish than expected. We believe inflation will remain sticky but declining consumption...
580 Views