Rupiah, Philippine Peso 'Quite Attractive,' AllianceBernstein's Gibson Says

The video discusses the 2018 market events, focusing on credit quality and default rates. It highlights the Asian credit market, particularly the Chinese property sector, and its high yields. The impact of China's economic policies on bond yields is analyzed, with potential curve steepening. The video also covers currency exposure in Asian economies, including the RMB, Philippines peso, and Indonesian rupiah. Finally, it examines US dollar trends and the performance of emerging currencies, suggesting a portfolio strategy combining safe-haven and risk-seeking currencies.

What is the expected impact of the Fed's less aggressive stance on Asian central banks?

What combination of currencies is suggested for portfolio construction?