AllianceBernstein's Zeng On China's Bond Markets Outlook

The video discusses current inflation trends and market expectations, highlighting the Fed's potential actions regarding interest rate hikes and quantitative easing. It examines the impact of supply and demand dynamics on inflation and economic growth, predicting a normalization in the second half of the year. The video also explores risks in the Chinese bond market, emphasizing the importance of diversification in investment strategies.

How might supply chain normalization affect inflation in the future?

What are the potential risks for bondholders in the current market?

What strategies should investors consider in light of the current bond market conditions?