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.

Asian Bond Monitor: Asian Bonds for the Upcoming Recession

Asian Bond Monitor: Chinese Bonds Are Back

Independent Asian Credit Research, Bondcritic

Warut Promboon

Independent Asian Credit Research

Debt Capital Markets

Asia High Yield Bond Index / Debt Capital Markets

<ul>
<li>A spike in oil prices usually leads to a spike in credit spread of risky assets.</li>
<li>We expect rising oil prices to boost inflation worldwide. G-3 rates have been low and we expect rates to start increasing towards the second half of 2026.</li>
<li>Countries such as Indonesia and Malaysia should benefit from an oil spike while India, the Philippines, and Thailand could suffer from margin compression.</li>
</ul>


A spike in oil prices usually leads to a spike in credit spread of risky assets.
We expect rising oil prices to boost inflation worldwide. G-3 rates have been low and we expect rates to start increasing towards the second half of 2026.
Countries such as Indonesia and Malaysia should benefit from an oil spike while India, the Philippines, and Thailand could suffer from margin compression.


Asia High Yield Bond Index

Asian Bond Monitor: Oil Shock 2.0