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Unlocking alpha: How global investors can play China’s onshore bonds
There's room for alpha in China’s top-rated bonds, which account for a significant part of global fixed income indexes and benefit from macro headwinds.
Axing the ‘ex-Japan’: A new era for Japanese bonds
Tailwinds stretching from index reform to rate hikes are lifting Japan's bond market from the doldrums
Axing the ‘ex-Japan’: a new era for Japanese bonds
Tailwinds from index reform to rate-hike expectations are lifting Japan's bond market from the doldrums, breathing new life into what was a dull backwater.
Selling like hot chilli crab: a look at Singapore’s local bond boom
While debt issuance has slowed around the world, the Singapore dollar bond market is in a pocket of growth driven by policy tailwinds and an influx of funds.
For and against China as a standalone allocation
What are the different factors in asset allocation and portfolio construction that investors should consider when looking at China on its own?
US-China trade truce makes a real deal more likely
The temporary truce in the US-China trade talks makes a real deal more likely, which would ultimately benefit both countries.
Revisiting the 'Fragile Five' at five
Five years since they were dubbed the 'Fragile Five', the emerging market economies of Brazil, India, Indonesia, South Africa and Turkey look more robust.
For and against China as a standalone allocation
Given its under-representation in traditional indices for both equity and fixed income - should investors focus on China separately?
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