2010年1月东亚固定收益市场研究报告

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【出版时间及名称】：2010年1月东亚固定收益市场研究报告
        【作者】：汇丰银行
        【文件格式】：pdf
        【页数】：26
        【目录或简介】：
Trade monitor 2
Overview 4
Implications of PBOC, RBI policy tightening 4
India: INR OIS receivers still preferred despite RBI policy
tightening on 29 January 5
USD, HKD swap curves remain too steep, TWD too flat 7
Indonesia: bull curve flattening recommended now 9
Recommended curve and market positioning 10
Hong Kong 12
IRS curve to remain flat beyond 5yrs 12
India 13
Tactical GOI longs, INR OIS receivers advised 13
Indonesia 14
Offshore inflows, flush liquidity to spur 10-20yr curve
flattening 14
Korea 15
Risks of KTB vulnerability 15
Malaysia 16
Long-end appetite will be tested by 10yr MGS
auction/placement 16
Singapore 17
Overweights in 5-7yr SGS advised 17
Thailand 18
Bull-flattening warrants tactical longs on TGBs at
auction concession yields 18
China 19
CNY (ND)IRS steepeners advised 19
Taiwan 19
Taiwan curve flattening seen 19
Philippines 20
Samurai bond, peso to cap yields in 1Q10 20
Vietnam 20
VGB yields to remain elevated through Tet 20
Bond yield forecasts 21
Explanatory notes 22
Disclosure appendix 24
Disclaimer 25

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关键词：市场研究报告 研究报告 市场研究 固定收益 Implications 研究报告 东亚 收益