Copper, Iron Ore Have Further Highs Ahead: Bocom’s Hong

The video discusses the current stagnation in the market due to a lack of catalysts and tightening credit conditions. It highlights the strong performance of cyclical sectors and commodities, while tech and consumer stocks face challenges due to regulatory issues. Earnings growth is expected to peak in the second quarter, with uneven development across sectors. The property sector is under pressure from regulatory tightening, affecting affordability. The video also covers the impact of Huarong's situation on credit markets and the implications for investment-grade bonds and risk-taking behavior.

How does the current inflation picture affect the bond market?

What are the potential risks associated with investing in junk bonds?

In what ways are commodity prices influencing market sentiment?