China’s Economy and Bond Market

China Perspectives

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1+ y ago 31:23

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Alvin Cheng, Head of Fixed Income, Portfolio Manager at Fidelity International’s China WOFE, shares his views on China’s economic prospects in 2023 as well as risks and opportunities in the world’s second largest bond market.

(00:00) - Introduction
(01:38) - China’s macroeconomic outlook and key investment themes in 2023
(04:05) - Potential risks to China’s recovery
(06:09) - Deflation and inflation risks
(09:25) - China’s bond market opportunities for foreign asset managers
(14:55) - Challenges for increasing credit exposure
(19:18) - Improvement in credit risk pricing
(21:49) - Market inefficiencies and structural challenges
(23:34) - Fidelity’s approach to investing in LGFVs
(27:48) - Corporate credit risk in 2023
(29:55) - Closing remarks

33 episodes

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