Fidelity International's Yeung Sees 'Healthy Pause'

The video discusses market volatility, focusing on short selling, the VIX, and investor complacency. It explores the impact of inflation expectations on bond markets and the repricing of bonds. The response of Asian bonds to equity market changes is examined, along with the stability of Greater China and emerging markets. The video also highlights the southbound trade and retail investment trends in Chinese equities, particularly through the stock Connect program.

What trends were observed in the bond market compared to equities during the recent sell-off?

Discuss the significance of the southbound trade in Chinese equities as mentioned in the text.