Foreign Investors Keep Selling Chinese Bonds Despite Resilience

Foreign investors have withdrawn about $180 billion from Chinese bonds over the past year, highlighting persistent capital outflows and weak overseas appetite for the market. The article notes Chinese bonds held up better than many assets during the US-Iran war, but the dominant signal is continued pressure on foreign investor positioning in China.

Analysis

Foreign investors have withdrawn about $180 billion from Chinese bonds over the past year, highlighting persistent capital outflows and weak overseas appetite for the market. The article notes Chinese bonds held up better than many assets during the US-Iran war, but the dominant signal is continued pressure on foreign investor positioning in China.