Nomura's Nicolson on Bonds, Strategy

The video discusses the impact of the Fed pivot on Treasurys and the yield curve, highlighting the potential for rising rates and the influence of inflation and energy prices. It also examines China's economic outlook, noting potential investment opportunities despite policy risks. The discussion includes sectoral opportunities in China, focusing on tech and consumer sectors.

What are the implications of the Fed's pivot on interest rates and market stability?

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How should investors approach equity selection in the current market conditions?

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What sectors in China are considered to have compelling valuations despite the current economic challenges?

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