GCNY10YR

Chinese 10 Year Government Bond yielding 3.5%

Macro


Publicly traded companies mentioned herein: N/A.

Highlights

The presenter, a global discretionary macro investor, noted the stark contrast between the apparent single-stock bullishness of his peers in the room and the mounting concerns over stalled growth in China from a macro perspective. He pointed to the fact that nearly all of the bullish theses presented by his fellow investors depend principally on wallet share gains as opposed to the broader growth of the market itself. Facing what appear to be persistent demographic challenges, he believes the Chinese economic model could remain stressed for an extended period of time, and in that context sees the Chinese 10 year bond yielding 3.5% on a real basis as a relatively attractive opportunity. 

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Request access to DeMatteo Research for full access

Request Access

Already have an account?

Idea Discussion

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Idea Discussions display submitted commentary from our investor community.

To read and participate in the discussion with the presenter and investor base, request access to DeMatteo

Request Access

Already have an account?

An error occurred loading this content. Try again later or contact us.