This Year Chinese Sovereign Bonds Became a Global Yield Play

  • Consumer price index to show real-yield appeal of Chinese debt
  • Overseas investors look set to keep piling into the securities

Photographer: Qilai Shen/Bloomberg

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Bond investors looking for yield and an effective hedge against a broad downturn in equities are increasingly turning to China.

The appeal of that nation’s sovereign debt is on display this year as policy makers across major economies deploy ultra-aggressive stimulus, crushing yields and weakening currencies. With U.S. Treasuries leading the plunge in yields, foreign holdings of China’s debt have surged to a record 1.79 trillion yuan ($274 billion), according to data published by ChinaBond.