South African bonds are well placed to benefit from the new and strongly positive EM bond signals
• Our directional signal has now turned positive: investors in aggregate are now buying, not selling
• Our spread signal has now turned positive, s...
•Direction signal stays negative, in line with our overall views: EM bond yields to go higher
• Spread signal turns from negative to neutral: in high yielders, sell IDR bonds, buy NGN bonds
• Relative value signals are bearish Asian bonds: sell...
If this is a public computer please consider checking this box carefully.
Please access our research via your Straight2Bank account
The world economy is in transition. Global growth rates are picking up, but transition means elevated risks and volatility.
In terms of global implications, all eyes will be on the US and China, with the US normalising monetary policy and China rebalancing its economy.
About Standard Chartered
Group investor relations
Group media centre
WB media centre
Copyright © 2014 Standard Chartered Bank