Property Sector Keeps Us Defensive on China: Loh

The video discusses the weakness in the yuan and the record net selling by foreign investors. Concerns about policy responses and market risks are highlighted, with potential interventions by the national team. Economic issues, global growth slowdown, and the US economic data's impact on rate volatility are examined. The discussion also covers policy expectations and inflation, emphasizing the challenges in predicting market movements.

What concerns are raised regarding the policy response from the Administration?

What implications does the current economic environment have on investor behavior?

How does the recent rate sell-off reflect on policy expectations?

What factors are contributing to the uncertainty in the post-pandemic environment?

In what ways might the US economy's structural aspects affect its performance next year?