Over the next 12 months, investors in Asia will likely contend with a fast-moving investment landscape shaped by China’s increasing focus on sustainability alongside the tenor of macroeconomic policies and the path of inflation. PineBridge Investments’ specialists offer their views on what investors can expect in 2022 and the opportunities arising from this confluence of changes.
German firm launches bankruptcy proceedings against Evergrande.
Inflation is here to stay, but how long is the question investors struggle to answer. In the meantime, super funds Cbus and UniSuper have adjusted their portfolio accordingly.
China continues to drive growth within its debt market, in spite of the negative image conveyed by property developer, Evergrande Group.
As investors continue to focus on yield and quality in their bond exposure, several market trends bode well for boosting allocations to Hong Kong dollar (HKD) issuance, according to HSBC Asset Management (HSBC AM).
Evergrande's liquidity problems and the pressure on rivals Kaisa Group and Fantasia to make debt repayments point to how refinancing in the property development sector will only become more difficult.