Bangladesh 10Y Bond Yield Spread Hits 8.71%: Exploring the Investment Potential and FX Risk
28 Sep, 2024

The yield spread between a US10Y bond and a Bangladeshi 10Y bond has reached 8.71%. This is the highest it has been since March 2015.

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Understanding Bangladesh's Recent Interest Rate Hikes: Impact on Borrowing Costs and Treasury Yields
26 Sep, 2024

Today, central bank increased policy interest rate (repo rate) by 50 bps. Since taking charge of BB, Mr Ahsan Mansur has made two quick rate hikes amounting to 100bps cumulatively.

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Insights from My Recent Podcast with Fahad Ahmed: Asset Class Predictions for 2024
07 Sep, 2024

I reappeared on Fahad Ahmed's podcast recently. We sort of started where we left off in the previous episode. I explained my predictions for which asset classes I expected to do great in 2024. For the rest you have to watch the video.

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Banking Sector Consolidation in Bangladesh: Navigating Challenges and Future Prospects
03 Sep, 2024

Bangladesh has around 61 licensed commercial banks. That makes our banking sector one of the most fragmented in the world.

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Reassessing State-Owned Enterprises in Bangladesh: Cash Management and Investment Practices
02 Sep, 2024

As a follow-up to this earlier post on government borrowing I now have some thoughts about State Owned Enterprises. State-owned enterprises can be largely classified into 3 types.

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