With the recent decision of San Miguel Global Power to call on its 6.5% perpetual bonds, one investor was suddenly flush with cash. He wants to know what to do with the money.
The treasury may still reject the 20-year auction despite pessimism in the market.
We have retained our forecasts for 2024 as the trend for inflation looks inauspicious.
We expect the market to trade sideways with a downward bias this week.
Iran’s volley of deadly drones and missiles aimed at Israel renewed tensions in the Middle East. Investors holding bonds issued by Saudi Arabia, Oman, and Bahrain wonder whether big losses are expected, or if it is time to buy more.
The bond market will continue to demand for more premium amid upbeat US data, geopolitical tensions in the Middle East, and local inflation risks.
Investors don’t want their money to sleep. They want their money to work and earn even in times of uncertainty and market doldrums. Money market funds are good options.
CreditSights, our credits research partner, generally has a positive outlook for 2024. Investors, however, still need to keep an eye on challenges.
Real estate may be in for a comeback this year as the economy improves.
After assessing events in the markets in 2023, we have come up with some broad recommendations that you can consider this year.
This year was a good one for fixed income markets. Are things about to change in 2024?
For some, the relationship of interest rates with bonds can be tricky to understand. However, the best way to explain it is by using it in specific scenarios.
We have revised our inflation forecasts downward to 6.0% in 2023 and 4.3% in 2024.