You can maximize Indonesia’s 10-year and 30-year sovereign bonds along with Philippine 5.5-year and 10.5-year bonds.
All eyes are on the 3-year bond auction of the Bureau of the Treasury.
September 3, 2024Despite the rally in US Treasury yields mid-week, the local GS market remains well-offered.
August 28, 2024The central bank’s 25-bp policy rate cut is driving market activity with better sellers leading the way.
August 20, 2024At current levels, take profit from longer-tenor bonds and shift to the belly of the curve.
August 13, 2024Since the start of the most recent rally, yields of long-dated bonds have fallen faster than yields in the front-end. Where do investors deploy funds in a flat curve like this?
August 9, 2024At current levels, take profit at the longer-tenor bonds and shift to bonds in the belly of the curve.
August 7, 2024Monetary easing in the US may come soon. What would convince the US Fed to start cutting rates?
August 2, 2024We still prefer 5- to 7-year bonds as they continue to provide the most decent term-premium across the curve.
July 30, 2024With inflation cooling and growth concerns heating up, the BSP looks set to cut rates sooner than was previously thought.
July 26, 2024