Viewpoints Investing in China: Evolving Opportunities We expect an acceleration of strategic investments into onshore China bonds as these securities join emerging market and global bond indexes.
At PIMCO, we think it’s only a matter of time before global fixed income investors own more Chinese assets, particularly given the prospect of benchmark inclusion into several major global indexes and greater accessibility for the onshore Chinese bond market. In the following interview, Kimberley Stafford, Tomoya Masanao, Robert Mead and Stephen Chang discuss why we see Chinese bonds as an increasingly important element in global investment portfolios and how we are assisting our clients globally to access this opportunity.Q: Why are investors showing increasing interest in China’s onshore bond markets? To Read the Full Article Log In Or Register
Viewpoints China Steps Up Property Support: Is This the Turning Point for the Struggling Sector? China’s introduction of comprehensive support for its real estate sector could provide some cyclical relief amidst longer-term headwinds, but new COVID-19 waves cloud the outlook.
Blog Continuity and Concrete Direction: Takeaways From China’s 20th Party Congress Stability, security and self-reliance were overarching themes from China’s twice-a-decade leadership reshuffle. With few details disclosed on near-term supporting policies, we remain cautious on the Chinese market.
Viewpoints Trading Geopolitics: The Long View on Growing U.S.-China Tensions Economic and financial ties between the world's two biggest economies are increasingly fraying. We discuss the long-term outlook and implications for investors.