2020 Strategy: Less Than 20/20
We see 2020 as full of surprises, marked by rising geopolitical risk. Major headlines this year will include the US election in November, BREXIT,...
603 Views
Bondcritic Market Monitor (14-Oct): Improving Risk Apetite
2/10 UST spread remains in double–digit, and the 10-year treasury yield rose about 20 bps in a week, indicating risk appetite in the market, on a...
557 Views
The Week That Was in ASEAN@Smartkarma - Digital Microlending, Central Retail, and Ayala Corp
Macro Insights In More Demos Due / Minister Stabbed / Tax Shortfall / Discord Re Labor Law / Amendments Overhang, Kevin O’Rourke comments on the...
476 Views
Vietnam: Still Primed for Investment Grade
We see Vietnam Government International Bond (VIETNM GOVT) as a “BB” credit with a positive rating pressure, following the path of Indonesia and...
706 Views