Bich Nguyen, Director of Research for Fixed Income at Fidelity International, Tae Ho Ryu, a Fixed Income Portfolio Manager, and Olivia He, another Portfolio Manager specializing in Chinese government bonds, delve into China's economic landscape. They discuss China's recent policies aimed at boosting growth while managing debt, shifting focus from supply expansion to demand stimulation. The conversation covers the dynamics of onshore versus offshore bonds, local government debt, and how these factors impact investment strategies in an evolving market.
