Mizuho's Reade Says Asian Credit Rally Has Further to Go in 1H

The video discusses the current market outlook, emphasizing the influence of central bank policies, particularly the Fed's dovish stance, on risk assets and market volatility. It also examines China's economic slowdown, attributing it to efforts to control shadow banking and liquidity. Despite the slowdown, optimism remains regarding US-China trade negotiations and potential economic stimulus. The video concludes with an analysis of high yield investments in China, noting that they remain relatively cheap despite recent rallies.

What has been the primary driver of markets over the last decade according to the speaker?

• Global trade agreements

• Corporate earnings

• Central bank policy

• Technological advancements

What is one reason given for China's economic slowdown?

• Expansion of the tech sector

• Rising commodity prices

• Crackdown on shadow banking

• Increased foreign investment

How does the speaker view the potential for a US-China trade deal?

• Dependent on European markets

• Highly unlikely

• Optimistic about a near-term deal

• Already finalized

What sector is highlighted as having a significant high yield investment opportunity in China?

• Technology

• Healthcare

• Property

• Energy

What is the speaker's perspective on the current pricing of high yield investments in China?

• Overpriced

• Fairly priced

• Unpredictable

• Still cheap