A clerk counts banknotes at a bank outlet in Hai’an, Jiangsu province. Photo: EPA-EFE A clerk counts banknotes at a bank outlet in Hai’an, Jiangsu province. Photo: EPA-EFE
A clerk counts banknotes at a bank outlet in Hai’an, Jiangsu province. Photo: EPA-EFE

Fund manager Gavekal Capital bets Year of the Rat will be a good year for Chinese bonds and yuan

  • Gavekal Capital, which manages about US$1.5 billion, says Chinese bonds will deliver a 10 per cent return this year, given both the strengthening yuan and the relatively high yields in China
  • Gavekal’s CEO Louis-Vincent Gave is also betting on casinos in Macau as capital controls are eased

Topic |   Investing
A clerk counts banknotes at a bank outlet in Hai’an, Jiangsu province. Photo: EPA-EFE A clerk counts banknotes at a bank outlet in Hai’an, Jiangsu province. Photo: EPA-EFE
A clerk counts banknotes at a bank outlet in Hai’an, Jiangsu province. Photo: EPA-EFE
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