Value Starting to Emerge in Fixed Income Assets: Zeng

The video discusses the current state of market yields, highlighting the attractiveness of fixed income assets, particularly in Asia. It examines China's economic challenges due to COVID-19 and potential recovery signs. The discussion extends to corporate sentiment, default risks, and restructuring in the market. Opportunities in Asian credit markets, especially in Southeast Asia, are explored, along with the impact of central bank policies on these markets.

What concerns were raised regarding consumer sentiment and retail sales in China?

Which developing nations' credit markets were identified as having good investment opportunities?

How do the credit markets in Southeast Asia compare to US high yield markets?