Risk On Feeling Is Back in Markets, Says Barings’s Do

The transcript discusses the impact of trade on market metrics, highlighting the volatility of the offshore yuan and comparing economic conditions between December 2018 and December 2019. It notes improved liquidity flows and a positive market outlook, with interest in local currencies and emerging markets. The discussion also covers expectations of a 'melt up' in American stocks and U.S. Treasury yields, and whether this trend will extend to China and Asia. The finalization of the phase one trade deal is seen as crucial for renewed investor interest in China, with economic indicators suggesting a modest recovery.

What was a significant difference between December 2019 and December 2018 according to the transcript?

• Higher interest rates in 2019

• Better liquidity flows in 2019

• Lower stock market performance in 2019

• Increased trade tensions in 2019

What is the 'melt up' phenomenon expected to affect according to the transcript?

• European stocks

• American stocks and U.S. Treasury yields

• Asian currencies

• Global oil prices

What is a key factor that could influence the Chinese market according to the transcript?

• The performance of European markets

• An increase in global oil prices

• A decrease in U.S. interest rates

• The finalization of the phase one trade agreement

Which economic indicators suggest a modest recovery in China?

• PMI, industrial production, and retail sales data

• Interest rates and foreign investments

• Inflation rates and export volumes

• Unemployment rates and housing prices

What is the expected timeline for a potential 'melt up' in Hong Kong and China?

• Immediately in December

• By the end of January

• In the second quarter

• Not expected in the near future