Focus a Bit More on Fixed Income: JPMorgan AM's Hui

The video discusses the impact of US-China trade tensions on various Asian markets, highlighting the sensitivity of Northeast Asia compared to the relative stability of Southeast Asia and India. It recommends focusing on fixed income investments due to steady performance and low volatility, while gradually rebuilding equity positions in the US and Asia. The video also examines China's strategy regarding its currency and US Treasury holdings, suggesting that China aims to maintain currency stability and attract foreign capital without using Treasurys as a retaliatory tool.

Which regions were more sensitive to US-China trade tensions last year?

• Southeast Asia and India

• Northeast Asia, including China, Korea, and Taiwan

• Australia and New Zealand

• Europe and North America

What is the recommended investment focus amidst market volatility?

• Real estate

• Cryptocurrency

• Fixed income

• Commodities

What was the approximate reduction in China's holdings of US Treasurys?

• $20 billion

• $15 billion

• $5 billion

• $10 billion

Why is it unlikely that China will use the treasury markets as a weapon?

• It could devastate the global financial system

• It would strengthen the yuan

• It would increase China's foreign reserves

• It would boost global trade

What is a key psychological level for the yuan against the dollar?

• 6.5

• 7.5

• 6

• 7