UBP's Nip on Fixed Income Strategies

The video discusses market trends post-Fed meeting, focusing on the reasons behind the long end sell-off and potential interest rate hikes. It identifies investment opportunities in the 2-5 year range, favoring DM over emerging markets. The discussion highlights Asian credit markets, particularly Japanese banks and Hong Kong corporates. It analyzes US Treasury yields and the flattening yield curve, emphasizing supply constraints in credit markets. The video also provides a cautious outlook on the Chinese property market and discusses Japanese Government Bonds and the BOJ's monetary policy.

What are the characteristics of the Hong Kong corporates that are considered attractive for investment?

What measures has the government taken to support the Chinese property sector?

What is the current stance of the Bank of Japan regarding JGBs amid global bond sell-offs?