Chinese Yuan to Strengthen, Says Julius Baer’s Matthews

The video discusses the inclusion of CNY in portfolios and the rising yields in emerging market (EM) local currency debt. It highlights the Chinese renminbi bond market as a rare opportunity with a good risk-adjusted yield. The discussion covers China's economic recovery, the rally in the Chinese yuan, and the shift in China's policy from the Belt Road initiative to focusing on the domestic economy. The video also examines the impact of a stronger dollar on the renminbi and the potential for further yuan appreciation.

What factors contribute to a bullish environment for emerging market assets?

How does the Chinese renminbi bond market compare to other fixed income markets?

In what ways is the economic recovery in China influencing the Chinese yuan?

What recent changes in China's economic policy might affect the strength of the renminbi?

What is the expected impact of potential lockdowns in the Western world on the dollar and renminbi?