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Warut Promboon

Warut Promboon
Independent Asian Credit Research
Bondcritic

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bullishMacroeconomics
31 Jan 2025 19:45

Bond Market Monitor: The Trump Card

​The Fed's reluctance to cut rates, combined with rising defaults and inflation, may lead to a recession in 2026, while policy uncertainty under...

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31 Dec 2024 12:54

Bond Market Monitor: 2025 as Another Year for USD Bonds

​The impact of Donald Trump's victory in 2024 on rates in 2025, with expectations of a recession in 2026 and declining consumption but sticky...

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bullishMacroeconomics
12 Dec 2024 17:20

Bond Market Monitor: Time to Invest in EM Bonds

Here is the time to review what we said last December. We are due to the launch thew revision by the end of the month. Stay tuned!

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bullishEnergy Absolute
26 Nov 2024 18:14

Energy Absolute: Energy Limited

​EA's disappointing Q3 results were expected due to declining EBITDA, but Criat's iRAP Global Plus PD Toolkit still gives relative comfort for the...

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bearishEnergy Absolute
01 Nov 2024 15:20

Energy Absolute: No Tricks and No Treats

​Recent events are positive for EA in the short term, but concerns remain about declining recurring revenues, leading to no recommendation on their...

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