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Lombard Odier Investment Managers

2024 Top 500 Ranking: 280

Has China broken the ‘doom-loop’? An Asia credit perspective

Has China broken the ‘doom-loop’? An Asia credit perspective

The confluence of disinflationary trends taking hold in the US, and a decisive turn in Chinese policy, has broken the doom-loop for Chinese assets and Asian credit which has plagued markets since the third quarter of 2021.

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