The One Chinese Asset You Should Own

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Heard on the Street: Most Chinese assets are bad news for Western investors. Government bonds are the exception.

Bond yields around the world have plunged this year. Investors should take a look at an unlikely market where they’ve remained steady: Chinese government bonds.

This year, bonds issued by the Chinese central government and its policy banks have demonstrated their most attractive quality: They’re not closely correlated to the government debt of major developed markets, yet in many ways they don’t behave like their emerging-market peers either.

 

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We all knew it! Except, western business tv networks and newspapers keep drumming up the chinese communist party economic agenda without the same level of rigorous factchecking the overall western economy goes through every single day.

The DNC?

How about the devaluation of Chinese Yuan ?

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