In recent weeks there has been a lot ink spilled in financial newspapers as to whether we are now at the end of the global bull market for bonds. We asked a series of the region's top fixed income analysts whether they
- thought the bond bull market was over
- what it means for Asian issuers.
Ivan Lee, Citigroup
So is the bond bull market over
No, I don't think so although the relatively busy primary calendar may push spreads a bit wider in coming months. Sectors that do not see much supply are likely to see spreads grind tighter. These include Thai bank...