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RE: Chinese bonds, an opportunity

in #china7 years ago (edited)

XS1555076162 its China Huarong 4.5% Coupon Perpetual with sure call date in 2023 (given that on call date there is a huge coupon reset (5years Treasury yield +7.7% hence a huge incentive to call) : 4.2% yield for A- rated, its one the biggest AssetManagers in China and it's Government owned. Only issue is that its min 200k$
In Chinese Yuan there are some solutions but with no or very limited credit risk (or spread) there i'd play the Chinese Sovereign.

Thanks for your comment and feedbcak @famunger. In USD i really like China is also very playable on equities I've written a post on this https://steemit.com/finance/@fedescolari/investimenti-in-azioni-di-mercati-emergenti even though it's in Italian..there i talk about the trade of the decade and that is Emerging market stocka, especially Asian equities, despite the amazing 2017 performace, next years they will outperform everything. I see you're a crypto trader as well. You trade actively or play long term only? Long term I like Eos, dash, eth, neo. Dash for the scalability and ease of use/speed and eos because i just love @dan. You which do you like longer term?