This is how foreign investors are now positioning themselves

Frankfurt In the shadow of the uncertainty about the future political course in China, foreign investors are realigning their investment strategy. International investors are now withdrawing a lot of money from Chinese bonds. According to the Bloomberg agency, disinvestments in Chinese bonds totaled the equivalent of $30 billion in the first half of the year.

For Chinese equities, on the other hand, the picture is completely different. For the month of June, for example, data from Morningstar show inflows of almost four billion euros for European investors alone – the best month in almost two years.

The growing tensions between the USA and China, as is currently the case over the Taiwan issue, have not fundamentally frightened investors so far. Only a few major investors and market observers are on the side of the skeptics here.