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China fixed income in the Year of the Ox

In this interview, Ming Leap shares his latest views on the growth and yield opportunities in China's fixed income market in the Year of the Ox
08 February 2021
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    • As policy measures normalise and implicit government support wanes, credit differentiation is set to assume a pivotal role in China's bond market, underscoring the importance of credit fundamentals
    • China bonds' attractive yield pickup over developed market peers which drew a record USD155 billion inflows in 2020, is likely to continue in 2021
    • Currency (RMB) strength is expected to persist, underpinned by the strong exports sector and overall economic recovery