Insights With Topics: China Bonds

The inflation threat is now clear and present. And while equities may tolerate rising US inflation for a while longer, the Developed Market bond markets are highly vulnerable.

May 26, 2021

It is inevitable that the traditional 60/40 asset allocation split between bond and equity no longer work well as the fixed income portion is not generating sufficient stable income.

May 6, 2021

As our Senior Advisor Sayboon Lim stated in the article “Gimme shelter” that it is essential for investors to have China sovereign bonds in their asset allocation, it would be timely for us to introduce the newly launched Premia China Treasury and Policy Bank Bond Long Duration ETF for your consideration.

Apr 28, 2021

Index provider FTSE Russell will add Chinese Government Bonds (CGBs) to the FTSE World Government Bond Index (WGBI) over three years from the end of October – a move that is expected to draw billions of Dollars of new portfolio inflows. Already, there has been a sharp increase in foreign inflows into RMB bonds over the past 12 months, accelerating soon after the start of the pandemic. In this 2-part series, our Senior Advisor Say Boon Lim highlights the drivers for new demand for CGBs and the reasons to own them.

Apr 22, 2021