KUALA LUMPUR: Government bonds from emerging markets (EM) are becoming increasingly attractive as a result of China’s deflationary impact.
“Capital flows into bonds are expected to remain strong in EM, as the region continues to leverage on the deflationary impact of China’s production,” said Gavekal Capital co-founder and chief executive officer Louis-Vincent Gave during a panel discussion on Macro and Markets: Global Macroeconomics, Local Impacts, at the Khazanah Megatrends Forum yesterday.
