Evergrande Not Symptomatic of the Rest of the Market: Matthews Asia

The video discusses recent movements in the two-year yield, comparing it to historical data from 1984. It explores the impact of inflation and global events, such as the Ukraine conflict, on Federal Reserve policies. The analysis extends to the bond market, highlighting the influence of global PMI and investment strategies. Central bank policies and opportunities in rates outside the US, particularly in China, are examined. The video concludes with a discussion on Evergrande and its implications for China's property market.

What historical event is compared to the recent movement in the two-year yield?

• The 1997 Asian financial crisis

• The dot-com bubble

• The 1984 yield movement

• The 2008 financial crisis

What is the primary driver of the 10-year yield according to the discussion?

• Stock market performance

• Federal Reserve policies

• Global PMI's

• US inflation rates

What is the expected fair value of the 10-year yield mentioned in the transcript?

• 2.0

• 4.0

• 2.7

• 3.5

Which market is considered most insulated from global inflation?

• Indian market

• European market

• US market

• Chinese market

What is the main issue facing Evergrande according to the transcript?

• High interest rates

• Solvency issue

• Liquidity problem

• Regulatory challenges