China Bonds

Latest news and analysis on China Bonds

Macro

Country Garden - Not your garden-variety kind of crisis

A default has been averted at one of China's largest property developers. But what now?
Janu Chan
Bitesized Economics
Fixed Income

Debt in China and the Game of Pass the Parcel

Local government debt is now in the spotlight. Much has been made of this debt's size, but is there a bigger issue?
Janu Chan
Bitesized Economics
Fixed Income

The next domino in China’s property saga

Imagine a US-dollar bond paying essentially a 118% yield. It pays a coupon of 4.2% and is priced at approximately 8 cents in the dollar. What’s the catch you are...
Janu Chan
Bitesized Economics
Fixed Income

The case for China bonds comes down to fundamentals

As was highlighted in last month's paper the case for allocating funds to Chinese fixed income markets based on low historical correlations to other global bond...
Clive Smith
Fixed Income

Chinese bonds: Focus on fundamentals not historical correlations

One of the benefits often touted from adding Chinese exposures to global bond portfolios are the diversification benefits arising from the lower global bond...
Clive Smith
Fixed Income

The evolving Chinese onshore bond market: Be wary of additional risks

The recent inclusion of the Chinese onshore bond market within broader global bond indices has increased the level of investor attention to the market. Despite its...
Clive Smith
Fixed Income

The best Chinese government bonds are ‘on-the-run’

The recent inclusion of the Chinese onshore bond market within broader global bond indices has increased the level of investor attention to the market. Despite its...
Clive Smith
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