Pictet’s Barton Likes Chinese Local Bonds

The video discusses the economic slowdown in China, highlighting the government's expansionary measures and the impact on domestic consumption. It analyzes the performance of Chinese government bonds amidst global market trends and domestic risks. The discussion also covers the implications of defaults in China and the focus on sovereign bonds. The current investment strategy is to be overweight on duration, anticipating interest rate cuts by central banks, including those in Asia.

What are the implications of the continued slowdown in China for global economic growth?

How do the expansionary measures by the Chinese government impact domestic consumption?

What factors contribute to the slow response of Chinese government bonds to the global bond rally?

In what ways do defaults in China affect sovereign bond investors' strategies?

What is the expected impact of interest rate cuts by central banks in Asia on investment strategies?