With the US Presidential elections around the corner, questions over the US-China relationship have been front and center of investor minds, according to participants at FinanceAsia’s 2nd China Fixed Income Summit, which ended on Friday.
Frank Zheng, a portfolio manager at China Asset Management, recalled how investors who in previous years worried about issues such as pressure on the yuan, low yields and the Sino-American trade war, were now all talking about geopolitical tensions.
“But I think, hopefully, this is one of the last major storm or risk on investors’ minds,” before they get comfortable with investing in onshore Chinese bonds, he said....
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