Ninety One: USD China IG Bonds Attractive

The transcript discusses the current investment climate in China, focusing on the debate over its investability. It highlights recent policy moves by the Financial Stability Committee to address market concerns and boost confidence. The discussion also covers China's industrial maturity, emphasizing the need for coherent policies over mere financial incentives. Investment opportunities in both investment grade and high yield bonds are analyzed, with a focus on the potential of the onshore China bond market. The transcript concludes with a discussion on global investment strategies, advocating for diversification between US and China markets.

In what ways does the speaker suggest that the Chinese bond market is performing compared to global bonds?

How does the speaker view the relationship between US and Chinese markets?

What does the speaker mean by 'diversification' in the context of global investment strategies?