Hayden Briscoe from UBS Asset Management (UBS-AM) remains optimistic on China bonds even though regulations-induced market volatility has impacted investments in China. China onshore bonds1 were one of the few fixed income sub-asset classes which rallied in 2021, and equally importantly, it’s one of the few fixed income markets that did not sell off.
Khomsan Phalanusondhi, Executive Director & Chief Marketing and Product Officer at Asset Plus, is just as positive on China bonds as he believes current valuations present a compelling case, especially in the high yield space.
Most intense period of regulations
likely behind us
Hayden frames the regulatory changes in 2021 as part of the scene setting for China’s five-year plan. “There’s usually quite a bit of intensity when new regulations are implemented but I think the…
