China Bond Exodus Quickens; Developers Jump: Evergrande Update

A sign for the Sunac Land amusement park in Haiyan, China.Photographer: Qilai Shen/Bloomberg
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Global funds slashed their holdings of Chinese bonds by the most on record last month amid the nation’s dwindling yield advantage over the U.S. and geopolitical uncertainties posed by the war in Ukraine.

Meanwhile, Chinese real estate stocks rallied anew Friday, with a Bloomberg gauge jumping as much as 4.6% amid JPMorgan Chase & Co.’s upbeatBloomberg Terminal assessment of the sector’s equity outlook.