Time to revisit China sovereigns and policy bank bonds

Country is stronger and more resilient

clock • 7 min read

Following a tumultuous 2020 marked by the Covid-19 pandemic, global growth in 2021 is expected to improve on the back of positive vaccine developments and continued government measures.

However, the pace of recovery is likely to be uneven among economies and fears of a resurgence of Covid-19 linger. It would be presumptuous to say that we are finally out of the woods. But there is a silver lining: China has emerged from the pandemic stronger and more resilient. In this article we will outline our case on why China's current macroeconomic backdrop of recovery presents a favourable opportunity to invest in China bonds - in particular China government bonds and China policy bank bonds. We will also discuss the attractiveness of these bonds. China's macroeconomic backdro...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Aegon AM launches UK-domiciled global income fund

Aegon AM launches UK-domiciled global income fund

In response to client demand

clock 27 June 2025 • 1 min read
CCLA's Charlotte Ryland and Joe Hawkes: How to position for the end of the 90-day tariff pause

CCLA's Charlotte Ryland and Joe Hawkes: How to position for the end of the 90-day tariff pause

Focus on quality

Charlotte Ryland and Joe Hawkes
clock 26 June 2025 • 4 min read
Almost half of UK investors using social media for financial advice

Almost half of UK investors using social media for financial advice

Many sources 'unregulated and unverified’

Sorin Dojan
clock 23 June 2025 • 2 min read
Trustpilot