China Expected to Ease Policy Further, T. Rowe Price's Poullaouec Says

The video discusses the challenges faced by the Chinese bond market, including rising yields and economic slowdown. It explores potential policy easing by the PBOC and its impact on the economy and currency. The correlation between the yuan and emerging market currencies is analyzed, highlighting volatility. Investment strategies in Asia are discussed, with a focus on emerging market debt and equities, particularly in China and LATAM, considering extreme valuations and market overhangs.

What is the current stance on emerging market debt and equity investments?

What challenges do trade policies and dollar strength pose for investment in China?