U.S. Dollar Weakness Will Be Main Story of Support for EM, Says Triada Capital’s CIO

The video discusses the impact of dollar weakness on emerging markets, particularly in Asia, highlighting the relief in funding pressure and its positive effects on currency and bond markets. It also examines China's low default rates, noting a significant default by a state-owned potash producer and the implications for investor caution. The video suggests that the property sector, especially property services, remains a safe investment with good recovery value.

What was significant about the default of China's largest state-owned potash producer?

Why is there a call to buy high yield property China bonds?