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  • SC FIRST – Buy 5Y THB bonds vs pay 5Y swaps - Updated Thu July 17, 2014

    • New allocations charts show ongoing short-covering that will continue to support Thai bonds and FX • Direction signal back to positive: add new long 5Y THB bonds vs pay 5Y swaps • Spread signal shifts down to neutral, supporting low-yield bonds ...

  • SC FIRST– Staying long, still favouring carry - Updated Thu May 8, 2014

    Direction and spread signals stay positive for the third consecutive month • These signals support our view that EM yields will fall and high-yielders will outperform • Relative-value signals support our positive Thai 5Y bonds and Overweight COP F...

  • Local Markets Compendium 2014 - Updated Mon October 7, 2013

    To paraphrase Mark Twain, the reports of the death of EM bond markets have been greatly exaggerated. Increased global allocations to local EM bond markets have been not cyclical but primarily structural in nature, reflecting these markets’ rising ec...



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