Evergrande Not Symptomatic of the Rest of the Market: Matthews Asia

The video discusses recent movements in the two-year yield, comparing it to historical data from 1984. It explores the impact of inflation and global events, such as the Ukraine conflict, on Federal Reserve policies. The analysis extends to the bond market, highlighting the influence of global PMI and investment strategies. Central bank policies and opportunities in rates outside the US, particularly in China, are examined. The video concludes with a discussion on Evergrande and its implications for China's property market.

What factors are influencing the fair value of the 10-year yield?

What is the current situation regarding Evergrande and its impact on the China property market?