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06:39
Feb 06
Jason Pang Portfolio Manager, J.P. Morgan Asset Management Bloomberg Markets
Thai local bonds offer value
Jason Pang said Thai local government bonds have sold off sharply and the curve has steepened into the election on fiscal concerns. But inflation remains in a deflationary pattern, monetary policy is unlikely to change, and he sees value, so he is overweight Thai government local bonds.
Thai government local bonds
MED

About Thai government local bonds Investor Commentary

Across the available history and selected sources, Buzzberg tracks Thai government local bonds across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Jason Pang.