Ox tales: For income, China bonds yield to (almost) none episode artwork

EPISODE · Feb 8, 2021 · 10 MIN

Ox tales: For income, China bonds yield to (almost) none

from Ninety One | The Big Picture

February 8 2021: In the year of the ox, much hinges on whether China can sustain its recovery and pull other economies out of their pandemic slumps. But besides GDP growth, investors can ride other trends that China will strongly influence over the next 12 months and beyond. In this episode, Alan Siow looks at how China is the only large and liquid bond market with positive real interest rates, making an interesting option for global investors. Hosted on Acast. See acast.com/privacy for more information.

February 8 2021: In the year of the ox, much hinges on whether China can sustain its recovery and pull other economies out of their pandemic slumps. But besides GDP growth, investors can ride other trends that China will strongly influence over the next 12 months and beyond. In this episode, Alan Siow looks at how China is the only large and liquid bond market with positive real interest rates, making an interesting option for global investors. Hosted on Acast. See acast.com/privacy for more information.

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Ox tales: For income, China bonds yield to (almost) none

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February 8 2021: In the year of the ox, much hinges on whether China can sustain its recovery and pull other economies out of their pandemic slumps. But besides GDP growth, investors can ride other trends that China will strongly influence over the...

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