Daily Brekkie Bond Wrap
Daily Credit Wrap: Investment Grade: Asia IG had a weak session yesterday with oil and energy names underperforming as the bottom fell out of oil prices. We heard of selling in Sinochem bonds… Continue reading
Tag Archive: Asian Credits
Daily Brekkie Bond Wrap
Investment Grade: Despite a firmer macro backdrop, Asian credit started the week on a weak tone, as lower commodity prices led by oil, weighed on sentiment. There was some selling in the low… Continue reading
BREKKIE BOND WRAP
Daily Credit Wrap: INVESTMENT GRADE: Sentiment was generally firmer across Asian credit yesterday. IG spreads were about unchanged. We did hear of some profit-taking in outperforming BBB names, but it was easily absorbed… Continue reading
Presenting The …. Brekkie Bond Wrap
The first of our dailies which will be served with consistency (hopefully) if we find an appreciative audience. Serving up our first Brekkie Bond market Wrap, an overnight summary of market events and… Continue reading
USD New Issue Review : Country Garden Holdings 5Y NC3 7.875%
It’s our lucky day … got this piece courtesy of friend who I hope will be able to write for us soon ! ************************ Country Garden Holdings Co. Ltd. (Country Garden) is marketing… Continue reading
Bonds In Conversation : Bad Bonds, Bad Bonds, Whatcha Gonna Do ?
Whatcha gonna do ? Whatcha gonna do When they come for you? ~ Bob Marley https://www.youtube.com/watch?v=NG2ci9CyiwI&hl=en-GB&gl=SG Karma beckons as we get more and more calls for bubble in credits, the latest now from… Continue reading
Scrapping the bottom-of-the-barrel for yields
It has been a profitable ride especially for Asian credit investors buying into rated and unrated high yield bonds issued by a plethora of Asian companies over the last 2 years. Credit spreads… Continue reading