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Latest articles in Sri Lanka

Sri Lanka: UN human rights resolution passed; low impact on economy and trade

The month-long discussions around assessing Sri Lanka’s human rights conditions concluded yesterday. The key positive is that the resolution does not direct to instituting action in international criminal court in the near term. In our view, while th...
Asia Securities Lakshini
Lakshini Fernando @ Asia Securities 24 March 2021
Sri Lanka: UN human rights resolution passed; low impact on economy and trade
Sri Lanka: UN human rights resolution passed; low impact on economy and trade

Sri Lanka: Chinese swap provides breathing room

Yesterday State Minister for Capital Markets and Money, Nivard Cabraal, confirmed that a US$1.5bn swap arrangement between the People’s Bank of China (PBoC) and Sri Lanka has been approved, prompting bonds to rally by c4-6% across the curve. Import r...
Tellimer Research Patrick
Patrick Curran @ Tellimer Research 11 March 2021
Sri Lanka: Chinese swap provides breathing room
Sri Lanka: Chinese swap provides breathing room

Sri Lanka: External pressure increases risk of debt default

Sri Lankan eurobonds have sold off sharply in recent weeks, with the SRILAN 6.85% ‘24s falling c5.9% and its spread widening by c250bps since 3 February. While there is much speculation that the repayment request is in retaliation over the ECT decisi...
Tellimer Research Patrick
Patrick Curran @ Tellimer Research 11 February 2021
Sri Lanka: External pressure increases risk of debt default
Sri Lanka: External pressure increases risk of debt default

China Nine-Dash Line, US, Taiwan and Asia: 9 charts to explain

These military manoeuvres occur in the context of recent diplomatic (eg Hong Kong opposition resignation, Taiwan invited to Biden inauguration) and rhetorical jabs (eg Xi Jinping at virtual Davos, Antony Blinken at his secretary of state confirmation...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 26 January 2021
China Nine-Dash Line, US, Taiwan and Asia: 9 charts to explain
China Nine-Dash Line, US, Taiwan and Asia: 9 charts to explain

Fixed Income strategy: Our Top 5 picks

We present our top strategy picks and provide a brief description of the motivation of each one. Buy on Ethiopia 6.625% 2024, which we’ve upgraded from Hold. Despite the anticipated arrival of LNG revenues later in the decade, fiscal consolidation wi...
Tellimer Research Stuart
Stuart Culverhouse @ Tellimer Research 23 December 2020
Fixed Income strategy: Our Top 5 picks
Fixed Income strategy: Our Top 5 picks

Fixed income strategy: Our top picks for 2021

Tellimer Research Stuart
Stuart Culverhouse @ Tellimer Research 18 December 2020
Fixed income strategy: Our top picks for 2021
Fixed income strategy: Our top picks for 2021