Chinese Bonds

topic on 2 shows · 2 statements across 2 episodes

All-In Capital Allocators

2 statements about Chinese Bonds, every show

ALL-IN Assertion Supported
David Friedberg: Chinese bond yields have dropped below two percent amid deflation
“Chinese bonds are trading at a below two percent yield now, which is kind of unprecedented, and there's this real concern that China is in a very significant economic deflationary spiral.”
David Friedberg Jan 18, 2025 ▶ 1:18:03 Red-pilled Billionaires, LA Fire Update, Newsom's Price Caps, TikTok Ban, Jobless MBAs
CAPITAL ALLOCATORS Assertion Supported
Gave: Chinese bonds have outperformed US Treasuries by 15% in 2022
“Chinese bonds have outperformed U.S. Treasuries by 15% this year.”
Louis-Vincent Gave Oct 10, 2022 ▶ 15:30 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)

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