Strategy
- UST: Yields higher but more data this week.
- MYR govvies. Expect rates to consolidate further.
- MYR credits: Our picks Prasa May’23, TNB WE Jul’27.
- THB govvies: Surprise BoT policy cut sends rates lower.
- THB credits: Interest seen for 3-5 year papers despite some LT names in focus.
- IDR govvies: Still a medium term favorite.
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