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Aug 30, 20222 min read
Bond Market Insights - Tues, Aug 30 2022
On Monday, amidst light activity due to a UK bank holiday, the market weakened after Friday’s Jackson Hole speech highlighting ongoing...
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Aug 5, 20222 min read
Bond Market Insights - Fri, 5 Aug 2022
Sino Ocean confuses - Zhuhai allows travel - Meta adds to mega new issue week - Singapore goes green
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Jul 20, 20222 min read
Bond Market Insights - Wed, 20 July 2022
Asia Credit boosted by macro factors - TSMC new issue meets good reception - Panama follows Ecuador, Sri Lanka's example.
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Jul 10, 20223 min read
Bond Market Insights - Sun, 10 July 2022
Will sovereign defaults result in a Lost Decade, similar to LATAM in the 80's?
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Jul 7, 20222 min read
Bond Market Insights - Thurs, July 7 2022
Markets fluctuate with Rates - More bond extensions - Argentina's CFK gets her way - Vietnam recovers - consider our Vietnam fund for access
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Jul 5, 20222 min read
Bond Market Insights - Tues, 5 July 2022
Cracks in the Great Wall? - Shimao defaults again - Powerlong extends - Greenland SOE status
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Jun 28, 20222 min read
Bond Market Insights - Tues, 28 June 22
China Property goes for extension squared - Argentina slides towards defaults - Russia does default
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Jun 25, 20222 min read
Bond Market Insights - Week Ending June 24 2022
Times China discouraging onshore puts - Fosun bounces - Sri Lanka bondholder committee formed
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Jun 23, 20222 min read
Bond Market Insights - Thurs, Jun 23 2022
China Light & Power under pressure - Country Garden now a fallen angel - Fitch downgrades more B real estate cos
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May 29, 20222 min read
Bond Market Insights, Week Ending May 29 2022
China HY impacted by Greenland, China IG steady. India's UPL gets looses IG status, Pakistan raises fuel prices to please the IMF.
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May 11, 20222 min read
Bond Market Insights Wed, May 11 2022
Inflation - Country Garden slips - China's Power Investment perp redemption withdrawn - IG trades heavy
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May 10, 20222 min read
Bond Market Insights Tues, May 10 2022
Wall of supply in the offing - UST's stabilizing - credit still dominated by sellers - Liquidity declining
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