Asia Ex-China High-Yield Might Be Attractive, JPMorgan AM's Chow Says

The video discusses China's early economic policy meeting, highlighting the urgency for stability and local government autonomy. It covers global economic trends, emphasizing risk management amid COVID-19 and supply chain disruptions. Central bank policies, including potential rate hikes and their impact on risk assets, are analyzed. Strategies for the credit market, particularly in Asia, are explored, with a focus on high yield and property sectors. Key risks such as inflation and supply chain issues are also addressed.

What is the outlook for inflation and real policy rates as discussed in the text?

What are the risks associated with the credit market in a rising rate environment?

What signs of clarity are needed for investors to regain confidence in the Chinese property market?