China Forum 2020
Views and expectations by our team of China experts investing in China amid the fog of investor uncertainty coming from COVID-19, US-China tensions, and the US presidential race
We expect many more high-quality companies coming from a wide range of sectors in China's markets.
Bin Shi, Head of China Equities
2020 was a game changer for global bond markets. China fixed income has an excellent case from yield and capital appreciation perspectives.
Hayden Briscoe, Head of Fixed Income, Asia-Pacific
China Forum 2020 - in a nutshell
China Forum 2020 - in a nutshell
- China's economy has seen a surprisingly strong V-shaped economy;
- China high-yield bonds currently offer strong potential risk-adjusted returns currently;
- China onshore fixed income offers an attractive return/risk profile compared to most global markets and CIOs should be rethinking their asset allocations;
- China has done a good job of containing the COVID-19 virus, the outbreak has accelerated a series of investible trends like consolidation within industries; the shift from offline to online across business segments; and increased investment in Research & Development and innovation;
- We remain constructive on China equities as long-term structural changes remain intact; markets are buoyant but long-term investors must stay disciplined
Setting the path for China investments
Setting the path for China investments
With COVID-19, US-China tensions and slower global growth fogging the way forward, how can investors navigate market trends and set their path for the future?
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Introducing our leadership team
Meet the members of the team responsible for UBS Asset Management’s strategic direction.