China Inflation Pick-Up Would Be Ideal: Ninety One's Wee

The video discusses recent market turbulence and China's economic recovery, highlighting positive data trends and credit improvements. It examines bond outflows, valuations, and investment opportunities in both onshore and offshore markets. The impact of US rate hikes on market trends is analyzed, along with inflation and supply concerns in China. The discussion emphasizes the importance of strategic investment decisions in a volatile market environment.

What is the speaker's perspective on the long end of the government curve in China?

What risks related to inflation and credit issuance are highlighted in the discussion?

How does the speaker view the relationship between inflation and economic growth in China?