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.

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Independent Asian Credit Research, Bondcritic

Warut Promboon

Independent Asian Credit Research

Debt Capital Markets

iShares MSCI Thailand / Debt Capital Markets

<ul>
<li>Our thesis has not changed even though the Federal Reserve (the Fed) appears to be more hawkish than many investors thought.</li>
<li>We expect countries with lagging rate cycles, such as China and Thailand, to suffer capital outflows and rising yields.</li>
<li>In Asia, the spotlights remain on Indonesia and India where macroeconomic fundamentals continue to improve.</li>
</ul>


Our thesis has not changed even though the Federal Reserve (the Fed) appears to be more hawkish than many investors thought.
We expect countries with lagging rate cycles, such as China and Thailand, to suffer capital outflows and rising yields.
In Asia, the spotlights remain on Indonesia and India where macroeconomic fundamentals continue to improve.


CHINAGOV CDS USD SR 5Y D14 (CCHIN1U5 CORP)

Bond Market Monitor: Prime Time Continues