Rich pickING
ING''s research team gained second place in our recent fixed incme research poll. Here we gain their views on Hutch, PLDT and the rest of the market.
Do you take a portfolio approach or do you just think about individual credits?Damien Wood: Individual credits. We're bond pickers. We don't have an index or say weight it here or weight it there.What's your view next year in terms of sovereigns?Tim Condon: There's value in the Philippines but Malaysia's Petronas is the only one that I have a buy on. Everything else is too tight.And the budget issue in the Philippines?Condon: They are working hard to demonstrate to investors it is not…
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