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China’s bond (r)evolution

Chinese onshore bonds are now a key component of a leading global bond index – the move to the mainstream is happening. As part of this trend, we’re changing our All China Bond strategy’s performance comparison index to one that best reflects the opportunity set: Bloomberg Barclays Global Aggregate - Chinese Renminbi Index. Read more

China’s renminbi: keeping an eye on the prize

The escalation of the US-China trade dispute has weighed on China’s renminbi in recent days, stoking broader fears among emerging market investors. We believe China’s long-term goals will prevent it from allowing significant short-term currency weakness and that these same bold ambitions bode well for the renminbi’s future. Mark Evans explains Read more

China’s onshore bonds – ready for take-off

China’s onshore bonds have made their debut on a leading bond index, firmly launching them onto the global arena. Our new paper provides an overview of an asset class that is moving to the mainstream. Read more

Five investment themes for the Year of the Pig

Chinese New Year arrives on 5 February. After getting severely mauled in the Year of the Dog, what are the investment themes we’re rooting out for in the Year of the Pig? Read more

Bond ambition: China forges ahead

With China’s bond market on track to become second in size only to the US, what do investors need to know? Wilfred Wee recently attended the China Bond Market International Forum in Beijing. Here he shares his key takeaways. Read more

Michael Power: Money Life Interview

In this interview Michael Power explains his expectations for a 'rollicking' market in the first half of 2019. Read more

China bonds in a sweet spot

Find out why we believe the valuation correction offshore generates attractive investment opportunities in Chinese fixed income. Read more

Chinese New Year: Five investment themes for the ‘Year of the Dog’

Chinese New Year is set to arrive on 16 February 2018, leaving behind the Year of the Rooster and ushering in the Year of the Dog. What are the key themes to look out for in the coming canine-related year? Read more

Six reasons for investors to allocate to Chinese bonds

Whilst the inclusion of China’s A-Shares in MSCI’s indices took its share of the limelight, the announcement of Chinese bond inclusion in Bloomberg Barclays’ Global Aggregate Index appears to have been less explored. Read more

The case for Chinese fixed income

As the world’s third largest bond market, Chinese fixed income is significantly under-represented in global portfolios. This looks set to change. This viewpoint examines the benefits for investors when investing in Chinese bonds and asks whether China behaves more like an emerging or developed fixed income market. Read more

Globalising the renminbi

China wants the renminbi to become a globally accepted medium of exchange, store of wealth and fully fledged reserve currency. This viewpoint looks at the efforts underway to reform domestic financial markets and liberalise the capital account before the renminbi can be fully internationalised. Read more

US Tariffs and their effects on Emerging Market Debt

Mike Hugman, Emerging Markets Fixed Income Portfolio Manager, argues that this round of actions is now largely announced and reflected in markets and will create opportunities to add risk to portfolios via EM currencies and equities in coming weeks. Read more

Podcast: A fixed income perspective on China

Mark Evans, analyst at Investec Asset Management, discusses the investment case for China following the recent release of their latest GDP figures. Read more

The Journal Volume 3: The evolution of China’s capital markets

We are embarking on a new era in global markets: it is likely to be one that has China’s increasing integration into the global financial system at its core. Read more

Institutional

Institutional

We examine the evolution of China’s capital markets and its potential impact on global markets. Read more to understand the investment opportunity that we believe China offers.

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Advisor

Advisor

How are China's capital markets evolving? What should investors consider when investing in Chinese equities and bonds?

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