Emerging Asia (Ex China) Government Bonds Monthly
Source: SeekingAlpha
2026-04-07 08:45:00 ET
By Robin Marshall, M.A., M.Phil, Head of FICC Research
Energy shock threat but relative value in 10 yr yields ?
Emerging Asia (exc. China) govt bond returns have fallen on the energy shock in 2026 - a bigger shock for APAC than Ukraine in 2022, given energy supply logistics. Central banks must now gauge recession risks against inflation. Bond markets reacted to inflation risks swiftly, led by Philippines and Indonesia, and all govt bonds have discounted higher inflation rates in 2026, already. But slower growth on the energy shock would enhance the appeal of yields near 7% in 10 yrs in some markets, even if the energy shock proves to have a long tail....
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Emerging Asia (Ex China) Government Bonds Monthly
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