JPMorgan's Chang: See 10-year U.S. Treasury Yields at 1.95% By Year-End

The video discusses the current state of Chinese stocks, highlighting a significant sell-off and the factors influencing market trends. It covers economic growth forecasts for China and the US, noting a slowdown compared to the global economy. The video identifies opportunities in sectors like healthcare, solar, and insurance, while also addressing risks in real estate. It concludes with an analysis of bond markets, emphasizing strong interest in Chinese government bonds and the impact of US Treasury yields.

What demographic trends are suggested to impact healthcare consumer-facing names in the long run?

What is the outlook for Chinese government bonds in terms of foreign inflows?

What are the expected returns for Chinese government bonds in U.S. dollar terms over a 10-year horizon?