Selective bets in Asian fixed income gain traction post tariff shock: Q&A with M&G Investments’ Marvin Kwong

The US Liberation Day’ tariffs announced in April roiled markets, widening spreads and stoking volatility across Asia’s credit space.

Despite the turbulence, strong fundamentals and domestic liquidity buffers offer resilience.

For discerning investors, opportunities persist from India’s non-banking financial institutions NBFIs and renewables to select Chinese credits backed by policy tailwinds.

FinanceAsia recently caught up with Marvin Kwong, director and portfolio manager for fixed income, Asia, at MG Investments.

FA Can you explain the Asia fixed income performance in Q1 2025

Kwong pictured Despite uncertainties around US trade tariffs, Asian bond markets, including Asian USD...