Fixed Income Archives - Page 22 of 30

Mispriced credit opportunities in China

Lombard Odier has turned positive on China fixed income in anticipation of policy loosening.

Surging inflation and China’s property crisis led to a tumultuous year for fixed income markets.

In this benign environment Fidelity backs China equities and bonds.

The firm warns about risks in the China credit market.

Haitong International Asset Management believes the market will gradually recover after taking a huge hit in 2021.

The Hong Kong-based asset manager suggests investors can sail through inflation with a mixed asset investment strategy.

Emerging market and high yield credit should offer opportunities, according to the asset manager.

The asset manager recommends hedging inflationary risk with the two asset classes.

But the firm remains nervous about China property borrowers.

Coupled with a diversity of products and government support, China sustainable fixed income is expected to continue to grow.