Harvest Global Eric Liu on Asia Fixed Income

The video discusses global interest rate trends, highlighting the Fed and ECB's rate hikes and China's accommodative stance. It explores capital flows, trade wars, and their impact on China and the US. Inflation concerns and supply chain disruptions, exacerbated by the Russia-Ukraine conflict, are examined. Investment strategies in China, including the challenges of onshore and offshore investments, are analyzed. The role of capital controls and currency stability in investment decisions is discussed. Finally, the video addresses market outlook, risks, and policy uncertainties in China.

What concerns do investors have regarding capital controls in China?

How do domestic investors' mindsets affect their investment decisions in the current economic climate?

What is the significance of policy uncertainty in the context of China's economic strategy?