Ninety One's Wee: China's Regulatory Crackdown Favors Fixed Income

The transcript discusses the impact of Evergrande on the credit market, highlighting investment opportunities and the potential contagion effects. It explores the real estate sector, emphasizing the importance of macroeconomic conditions in China. The discussion includes ICBC's bond issuance and the Southbound Bond Connect, signaling China's financial opening.

In what ways does the speaker suggest that the property market in China is being managed?

How does the speaker view the relationship between property prices in China and those in other parts of the world?

What are the implications of the broader macro backdrop for investment decisions in the Chinese market?