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The China train is leaving – are you on board yet?

Weekly investor research

29 February 2016

China’s dismantling of bond markets quotas is very good news, because fixed income investors now have a safer and better-yielding alternative to the bubble markets in developed economies. Argentina has sent a package of laws to Parliament that would, if passed, give permission to strike a final deal to end the holdout saga, which has kept the country out of global capital markets for fifteen years. India’s domestic bonds are to settle on Euroclear as the second largest bond market in the Emerging Markets (EM) takes another step towards global capital market integration. Real wages and the current account deficit continue to fall faster than expected in Brazil. In the global backdrop section, G20 nations called for measures to safeguard financial stability and support growth, but they are running out of policy options.

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