Emerging Asia Assets go From Buy to Sell

The video discusses the recent decline in Asian markets, highlighting the MSI EM Asia's drop below its 200-day moving average and the worst month for Asian government bonds since September. It notes the impact of higher US yields, which have drawn funds away from developing markets, leading to significant withdrawals from Indonesian sovereign debt. Asian currencies have also underperformed, with the Korean won and Thai baht experiencing notable losses. Analysts remain cautious about recovery prospects due to uncertainties in US rate peaks. However, there is optimism that upcoming stimulus measures from China's National People's Congress could provide a boost to emerging Asia.

What recent trend has been observed in MSI EM Asia's monthly performance?

How have Asian government bonds performed recently compared to previous months?

What impact have higher US yields had on developing markets?

What was the amount pulled by overseas investors from Indonesian sovereign debt?

What are the expectations regarding stimulus measures from China's National People's Congress?