China's Property Market Will Take Time to Rebound: Chan

The video discusses China's policy shift towards pro-growth and pro-business strategies, focusing on financial support for high-quality developers and the property market. It highlights the recovery in junk bonds and the impact on various sectors, including tourism and tech. The discussion also covers global economic considerations, such as inflation and the Fed's decisions, emphasizing the attractiveness of duration risk in 2023.

In what ways is the reopening of China expected to impact various sectors?

What considerations should the Fed take into account regarding global inflation?