Liang Weihong of China Merchants Fund: Viewing Investment Opportunities in Bond Market from the Bottom Confirmation Period

   Liang Weihong: The current bond market is entering the bottom confirmation period. A variety of factors have made the bond yield hit the ceiling. In this case, the future yield of investment bonds is relatively certain

 

   Liang Weihong: 2014 is a market with a relatively confirmed bottom, which is more likely to be a structural opportunity, just like the stock market in 2013. Only by choosing the right variety and duration, can we obtain certain benefits. At present, the absolute yield of bonds is higher than that of comparable loans, and the relative yield is at a historical high. The yield of bonds is not lower than that of non-standard ones, but the issuer's qualification is better detailed

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Fund Manager Dynamics

contact information

  • 010-62675431 Yang Yunpeng Wang Xiaowei