A monthly review and outlook of the Asian Quality Bond market.

Key highlights - as at November 2016


  • Post the US election, we reduced some credit exposures though maintaining a moderate overweight position.
  • Moving towards the end of the year, global growth is likely to remain sluggish especially in most developed countries with central banks expected to continue missing their inflation targets.
  • ECB and BoJ are unlikely to stop quantitative easing anytime soon while US Fed rates’ normalization is still expected to be gradual.




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