Yuan to Trade Weaker in Coming Months, UBS's Tay Says

The video discusses the current state of the dollar store market, the impact of China's fiscal policy on stock picks, and the trends in currency amid trade disputes. It highlights the softening of global exports and the reaction of the Chinese yuan, emphasizing that these are reflections of economic fundamentals rather than deliberate currency depreciation. The discussion also covers the broader implications of these trends on various asset classes, particularly the bond market.

In what ways might the tightening measures in China impact various asset classes?

Discuss the implications of the trade dispute on the bond market.