China’s fixed income market offers defensive assets with attractive returns amid equity market volatility.

China’s fixed income market offers defensive assets with attractive returns amid equity market volatility.
Mainland investors will be allowed to trade offshore debt through Hong Kong as a result of the new development in the scheme.
Despite their relatively lower rating today, real estate companies are on an upward ESG trajectory in Asia’s bond market, argues Haitong International (Haitong) and Tabula Investment Management (Tabula).
With leading indicators for China suggesting only a temporary economic slowdown, there is reason for optimism in terms of the fixed income and equity markets, according to Pictet Asset Management (Pictet AM).
The US asset manager is wary of risks among Chinese property developers and state-owned enterprises (SOEs).
Technology hardware and Chinese healthcare equities should outperform during the rest of the year, said the asset manager.
The fund is the first emerging market-focused green bond fund approved in Hong Kong.
The fund will invest in high yield US and European bonds.
$200bn of HY bonds are likely to migrate back to the IG market, according to Barings.
As recovery in the bond markets persists in the face of growth and inflation, rotating from credit to duration will provide returns during the coming quarters, says PGIM Fixed Income.
Part of the Mark Allen Group.