What’s in store for bonds in 1Q 2021 as economies reopen?
1Q 2021 bond themes and potential opportunities as economies reopen.
Q1. COVID-19 is gradually coming under control in China. Some new economy stocks are thriving under this backdrop. Is this sustainable?
Q2. What are your views on China’s policy support for tackling the health crisis?
Q3. The recent rally in the A-Share market has renewed concerns of a 2015-style quick expansion-burst cycle. What are your views?
Q4. In your view, where do you see opportunities in the A-Share market?
Q5. What is your outlook on navigating current geopolitical uncertainties, such as the US-China relationship?
Amid challenging market conditions, strong and well‐managed companies would be in a better position to navigate the challenges and gain market share. We believe the strong will become even stronger. Backed by robust research and an experienced investment team, we continue to focus on growth to capture potential upside opportunities and quality to help mitigate some downside risks2.