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.
What this episode covers
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.
NOW PLAYING
Ox tales: For income, China bonds yield to (almost) none
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m