Property Sector Keeps Us Defensive on China: Loh

The video discusses the weakness in the yuan and the record net selling by foreign investors. Concerns about policy responses and market risks are highlighted, with potential interventions by the national team. Economic issues, global growth slowdown, and the US economic data's impact on rate volatility are examined. The discussion also covers policy expectations and inflation, emphasizing the challenges in predicting market movements.

What is the main concern regarding the policy response to the weakness in the yuan?

• It will lead to a stronger yuan.

• There is uncertainty about its effectiveness.

• The policy response is too aggressive.

• It is expected to boost foreign investment.

What risk is associated with the national team buying stocks to stabilize the market?

• It could lead to a market crash.

• It will strengthen the yuan.

• It might create more attractive exit points for investors.

• It will increase foreign investment.

What is a significant factor contributing to the slowing global growth landscape?

• Weak demand and property sector issues.

• Robust export growth.

• Increased foreign investment.

• Strong US economic data.

How has the US economic data impacted the rates market?

• It has not led to significant volatility.

• It has caused a market crash.

• It has stabilized the rates market.

• It has led to increased volatility.

What is the nature of the recent rate sell-off?

• It is due to aggressive policy cuts.

• It is driven by inflation expectations.

• It is a real yield-driven sell-off.

• It is caused by a strong yuan.