Focus a Bit More on Fixed Income: JPMorgan AM's Hui

The video discusses the impact of US-China trade tensions on various Asian markets, highlighting the sensitivity of Northeast Asia compared to the relative stability of Southeast Asia and India. It recommends focusing on fixed income investments due to steady performance and low volatility, while gradually rebuilding equity positions in the US and Asia. The video also examines China's strategy regarding its currency and US Treasury holdings, suggesting that China aims to maintain currency stability and attract foreign capital without using Treasurys as a retaliatory tool.

What factors contributed to the differentiation between Northeast Asia and Southeast Asia in market performance?

How has the performance of fixed income markets been described in the recent weeks?

What are the potential consequences of China using the treasury markets as a weapon?

What is the significance of the psychological level of seven for the dollar in relation to the currency?

In what ways might China seek to attract capital flows from overseas into its equity and bond markets?