Indonesia Bond Yields 'Attractive,' BoAML's Sinha Says

The video discusses the US dollar's role as a global safe haven amidst political concerns in Europe and the US. It explores the outlook for emerging markets, particularly in light of US-China trade relations and potential tariff impacts. The renminbi's direction is considered in the context of trade discussions, with a focus on the G20 summit. The video concludes with currency forecasts for 2019 and investment opportunities, highlighting Indonesia's positive domestic story and bond market potential.

What is a key concern about the US dollar's role as a global safe haven?

• Its strong performance against the euro

• The increasing interest rates in the US

• Political gridlock and twin deficits in the US

• Its high volatility in the stock market

What do EM investors primarily want from the US-China trade situation?

• The headline risk to disappear

• A reduction in tariffs to 5%

• A complete trade deal

• Increased tariffs on Chinese goods

What is the significance of the renminbi in the context of US-China trade discussions?

• It is pegged to the US dollar

• It is a key part of any trade agreement

• It is expected to depreciate significantly

• It is not considered in trade discussions

What is the forecast for the US dollar in 2019 according to the discussion?

• It will fluctuate unpredictably

• It will be on a depreciating trend

• It will remain stable

• It will appreciate significantly

Which regional currency is highlighted as having a positive domestic story?

• Indonesian Rupiah

• Indian Rupee

• South African Rand

• Brazilian Real