Will Tensions with the U.S. Slow Growth?
China’s recovery from the pandemic has underscored the country’s economic strength. China’s capital markets offer an expanding set of opportunities.
But a rocky U.S.-China relationship creates risks. And while Beijing is still opening some sectors to foreign partners, it is determined to set its own rules.
Chinese regulators’ efforts to slow credit growth should improve market discipline, argues Mark Vaselkiv, CIO Fixed Income. High yields offer potentially attractive income opportunities.
Strong fundamental research backed by analysts on the ground is critical for identifying opportunities and risks.