There's Still a Place for Treasuries in Every Portfolio: UOB's Heng

The video discusses market concerns related to borrowing and US Treasurys, highlighting China's potential pullback. It emphasizes the importance of gold as a hedge in portfolios, noting central banks' increased gold reserves. The video forecasts gold prices rising and explores investment strategies. It analyzes the US equity market, considering treasury yields and their impact on market dynamics. The discussion concludes with insights into how treasury yields affect global markets and central bank actions.

In what ways do central banks' gold reserves influence global economic stability?

What is the relationship between US equity markets and treasury yields according to the discussion?