China Government Bonds Becoming a Safe Heaven Asset, UBS AM's Briscoe Says

The video discusses the current challenges in finding yields, with Europe and Japan offering minimal returns. It highlights the role of Chinese bonds as safe haven assets, similar to US Treasurys, during market sell-offs. The discussion also covers the economic recovery, noting the shift in stimulus towards private enterprises and the potential for an L-shaped recovery. Finally, it examines China's continued dominance in bond issuance and the attractiveness of Asian high yield markets.

In what ways is the current economic recovery different from previous recoveries?

What trends are observed in the Asian high yield markets this year?