AllianceBernstein's Jenny Zeng on Asia Fixed Income Strategies

The video discusses the attractiveness of the Asian high yield market, particularly outside China, and the impact of rising inflation on Asian central banks' policies. It explores the potential for a recession in China, despite its solid economic fundamentals, and the influence of COVID policies. The video also examines the depreciation of the offshore yuan and its implications for exporters, as well as the Japanese yen's depreciation and the Bank of Japan's monetary stance.

What factors contribute to the attractiveness of the Asian high yield market?

Discuss the potential risks and opportunities for Asian economies in light of rising inflation.

How are Asian central banks expected to respond to supply side inflation shocks?

What is the current state of the Chinese economy according to the recent data?

What are the implications of the depreciation of the Japanese yen on the economy?