Apr 63 minGlobal MarketsBond Market Insights - Wed, April 6 2022US Treasuries sold off led by the belly of the curve - FOMC the main focus today - Despite downgrades HY China property being sought after
Apr 51 minGlobal MarketsBond Market Insights - Tues, April 5 2022Asia Sovereign’s were dominated by the frontier markets. Pakistan and Sri Lanka were marked down as political uncertainty escalated.
Mar 303 minGlobal MarketsBond Market Insights - Wed, Mar 30 2022Month end rebalancing took Asia IG spreads up to 4bp tighter yesterday. There was some real money selling of India corporate 10yr benchmarks
Mar 283 minGlobal MarketsWhen to Buy Bonds? There is an old saying in the stock market that you should be buying when they’re crying and selling when they’re yelling. The observation i
Mar 232 minGlobal MarketsBond Market Insights - Wed, Mar 23 2022The moves in US Treasuries are central to sentiment currently. Fed's Bullard continues hawkish, wanting 300bps hike this year...
Mar 222 minGlobal MarketsAsia Bond Blurb - Tues Mar 22 2022The squeeze continued in HY. Non-China HY space up by as much as 2pts, Macau Gaming up another 3pts. Some Non-China ..
Mar 72 minFund ManagementEntering a Phase of Genuine Panic While some indicators of financial stress appear more sanguine than in the aftermath of 1998 Russia default, there are some genuinely troubl
Dec 5, 20211 minGlobal MarketsAsia Bond Blurb - Thurs 02 Dec 2021Oceanwide Holdings seeks to extend the tenor of CNY 6.8bn in loans from China Minsheng Bank and Fujian Yango fails to obtain noteholder app
Dec 1, 20212 minGlobal MarketsAsia Bond Blurb - Wed, 01 DEC 2021China HY closed in positive territory for the most part, Times China Holdings, KWG Group and Roadking leading the charge. Agile, Yuzhou and
Nov 29, 20211 minGlobal MarketsAsia Bond Blurb - Mon 29 Nov 2021Markets slumped in Asia and Europe on Friday and thin volumes exaggerated market moves in New York, much of the activity appearing to be dri
Nov 26, 20212 minGlobal MarketsAsia Bond Blurb - Fri, 26 Nov 2021Thanksgiving gave no respite to China HY property bonds, fast money was busy shorting the likes of Shimao Group. Real money provided support
Nov 25, 20212 minGlobal MarketsAsia Bond Blurb - Thu, 25 Nov 2021The slump in lower quality China high yield property bonds continued yesterday, prices down as much as 4pts. Better quality names such as Gr