CBON VanEck ChinaAMC China Bond ETF Loading... : Investor Sentiment and Bull/Bear Views
Loading chart...
Top Calls
No data yet
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
06:04
Sep 24
Sep 24
Bloomberg Markets
China bonds are relative haven
China's deflation and heavy domestic demand have insulated Chinese government bonds from the global yield selloff, making them a relative haven. Very low yields are a problem for China's monetary impulse and signal weak growth, but they provide a cushion for equity discount rates and allow tech companies to raise cheap funding.
06:43
Sep 08
Sep 08
Bloomberg Markets
Chinese equities gain, bonds see outflows
Within China, weak rates are likely to keep bond outflows while equities could get momentum, helped by currency appreciation if earnings disappoint and by the PBOC trying to keep investors onshore.
06:05
Sep 07
Sep 07
Bloomberg Markets
Prefer Chinese yuan over Chinese bonds
Chinese government bond yields are too low to be attractive in a global portfolio by themselves, but the Chinese yuan is interesting because it has been appreciating steadily and has optionality from a potential US-China revaluation deal.
About CBON Investor Commentary
Across the available history and selected sources, Buzzberg tracks CBON (VanEck ChinaAMC China Bond ETF) across 6 sources: 18 bullish vs 0 bearish calls from 25 authors. Historical directional balance: 60% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 30 total trade ideas tracked. Past 7 days, before deduplication: 2 other directions. Latest voices: Anthony Stevens, Trinh Nguyen, Rajeev DeMello.