Views on Supply and Demand
China is emerging from the coronavirus crisis, with production levels nearly back to normal, and consumer demand improving. But uncertainty remains.
Views on Stimulus Response and Trade War Status
The U.S.-China trade war has been back-burnered during the recent crisis. We can expect frictions to resume, though both countries appear to value a trade relationship.
Views on Risks & Opportunities
As China emerges from the coronavirus crisis, investors may now find opportunities in Chinese high yield corporate bonds, as well as the tech and industrial sectors.