JPMorgan AM's Callegari on Asia Rates and FX Strategy

The video discusses the impact of the second wave in Europe on emerging markets and the dollar's strength. It highlights the potential effects of the US elections on market positioning, emphasizing the importance of avoiding extreme positions due to uncertainty. The discussion covers Biden's potential impact on Asian FX markets, particularly the renminbi, and the ongoing US-China tensions. The video also explores investment strategies in Asia, focusing on the renminbi's role and the Korean won's performance. Finally, it addresses the bond market's response to volatility and the investment opportunities in Asia.

What potential market reactions are anticipated based on the outcome of the US elections?

How might the strength of the renminbi affect the dollar's performance?

What is the speaker's perspective on the future performance of Asian bonds compared to US and European bonds?