GIC's Bertoni on Fed, ECB Renewing Inflation Assurances

The transcript discusses market beliefs about inflation, highlighting a disconnect between bond markets and central banks. It examines the impact of a resurgent dollar on global and emerging markets, driven by interest rate differences and US growth. The stages of interest rate risk are explored, noting the economic recovery's maturity. Finally, insights into the Chinese market are provided, focusing on government bonds and the property sector, with a mention of Evergrande's impact.

In what stage of interest rate risk does the speaker believe the market currently resides?

What is the current economic situation in China regarding government support for the property market?

How does the speaker view the attractiveness of Chinese government bonds compared to other markets?