StanChart's Brice on Investment Strategies

The transcript discusses market expectations regarding the Fed's tapering plans, the impact of the Delta variant, and the potential for a taper tantrum. It highlights the Fed's proactive communication strategy to avoid past mistakes. The discussion also covers the value camp's outlook on treasury yields, growth expectations, and inflation. Additionally, it examines the Asian credit market, particularly Chinese high yield bonds, and the regulatory pressures affecting Chinese equities.

What is the expected trend for the US dollar following a taper announcement?

• The dollar will collapse.

• The dollar will remain stable.

• The dollar will weaken after an initial rise.

• The dollar will strengthen significantly.

How has the Federal Reserve approached its tapering communication compared to 2013?

• They have been less proactive.

• They have been more proactive to avoid past mistakes.

• They have not communicated any plans.

• They have repeated the same approach as 2013.

What is the anticipated impact of inflation on the 10-year treasury yield?

• It will put upward pressure on the yield.

• It will cause the yield to decrease.

• It will have no impact on the yield.

• It will stabilize the yield.

What is the expected growth trend for the next year according to the transcript?

• Growth is expected to be weak.

• Growth is expected to stagnate.

• Growth is expected to be strong.

• Growth is expected to decline.

What is the current stance on buying Chinese equities amidst regulatory pressures?

• They are considered a strong buy.

• They are seen as too risky to buy now.

• They are expected to outperform soon.

• They are unaffected by regulatory changes.

What is the perceived value of Chinese high-yield bonds compared to US and Europe?

• They are trading at a premium.

• They are overvalued.

• They are trading at a discount.

• They are equally valued.

What is the main reason for the current regulatory pressure in China?

• To promote common prosperity.

• To increase foreign investments.

• To reduce market volatility.

• To encourage technological advancements.