Raymond Gui

China’s reopening has been underway since late last year, and the recovery is helped by the government’s prioritization of economic growth and accommodative fiscal and monetary stance. However, current sentiment in Chinese bond markets is somewhat downbeat which, in our view, overlooks the bigger picture and longer-term potential.

Will market confidence return? We continue to see investment opportunities in China onshore government bonds, as well as onshore and offshore corporate bonds. In fact, a combination of China rates and credit could generate attractive risk-adjusted yields for investors and could bring diversification benefits into a global portfolio.

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