Leong: Favor Malaysia Govt. Bonds Over Thai Govt. Bonds

The video discusses fiscal support for central banks, focusing on regional differences. It compares Malaysian and Thai government bonds, highlighting Malaysia's fiscal advantages. Thailand faces economic challenges with inflation and delayed rate hikes. China's liquidity situation and the steepening trade in CGBs are analyzed. The video also explores global economic headwinds, including potential US recession impacts and COVID resurgence, and suggests FX pair trades as a strategy.

How does the speaker view the relationship between fiscal policy and liquidity in China?

What strategies does the speaker suggest for trading in FX markets?

What are the risks associated with the resurgence of COVID-19 in the Chinese economy?