Why investors should reconsider the Chinese bond market

Foreign investors are sceptical and have been pulling their money out of the Chinese bond market since 2022 – but is that scepticism justified? We talked to Rob Drijkoningen, the Co-Head of Emerging Market Debt at Neuberger Berman, who sheds light on the dynamics that drive China’s bond market. He discusses China’s economic growth potential and the implications of the current real estate crisis. Drijkoningen also elaborates on the investment prospects in China and provides insight into what a Chinese bond portfolio could look like.