China has embarked upon an unprecedented opening-up of its debt markets through (R)QFII and CIBM in order to attract more foreign investment to fund the fiscal deficit, reverse capital outflows and boost bond issuance. But with yields rising, defaults increasing, and capital controls tightening, where is best to invest?
We talked to major Chinese institutional investors about how they manage investment decisions and asset allocation in both the domestic bond and equity markets, and where they see the best investment opportunities over the short and long term.
In addition, our Chief China Economist presented his outlook for H2 17 and beyond, and our Senior China Analyst and Shanghai QFII team outlined how international investors can step into China’s capital markets under the new regulations.
To download a copy of the presented slides as a PDF, please click here