Standard Chartered WM's Narayan on Bond Markets

The video discusses the uncertainty around the Fed's rate decisions and how bond yields tend to peak before the last rate hike. It highlights the attractiveness of investment grade bonds in the US and Asia, noting the defensive nature of Asian dollar bonds. The challenges in the Asian perpetuals market are addressed, with a focus on credit risks and regulatory actions. The potential for equity market support is linked to COVID regulation easing in China, and the timing for investing in Chinese equities is explored, emphasizing the importance of market indicators.

What are the reasons for the pressure on Asian perpetuals in the market?

How do the actions of Korean regulators impact the stability of the market?

What indicators should be monitored to assess the timing for Chinese equities?