Barings Is 'Very Excited' About China, Lui Says

The video discusses the outlook for Chinese stocks, highlighting the potential for growth in the tech sector and the importance of active management. It covers the credit market, emphasizing senior secured bonds as a favorable investment. The bond market in China is analyzed, noting the risks of defaults and the role of the PBOC. Finally, the video explores sovereign bonds and the importance of liquidity in investment strategies.

What strategies are suggested for investors looking to manage volatility in the current market?

What are the current trends in the bond market in China, particularly regarding defaults?

How should investors approach the sovereign bond space in China in the coming weeks?