As Chinese bonds’ weight grows in global bond indices, not allocating to China is increasingly an active decision and maybe an expensive one. Today the 10yr CGB yields more than 3%. Another question asset owners grapple with is how far along the credit curve does China have remaining? This session explores the risks and opportunities and how best to lend money to Chinese companies?
Donald Amstad, head of investment specialists, Asia-Pacific, Aberdeen Standard Investments
Moderator: Laurence Parker-Brown, content producer, Conexus Financial