Harvest Global's Kwan: Like Chinese Tech and EV Stocks

The video discusses the current state of the dollar, US real rates, and their impact on Chinese bonds and currency. It highlights the stability and attractiveness of Chinese bonds, despite regulatory concerns in the tech sector. The discussion also covers the influence of Fed tapering and PBOC policies on bond sales, and the potential recovery of consumer-facing stocks in China.

What factors are influencing the current state of the dollar and bond yields according to the text?

How have Chinese bonds and equities performed in the past year as mentioned in the text?

In what ways are the valuations of tech stocks in China described in the text?

What are the expectations regarding the Fed's monetary policy and its impact on the Chinese bond market?

What challenges are consumer-facing stocks in China currently facing according to the discussion?