StanChart: Opportunities in China High-Yield USD Bonds

The video discusses the impact of US monetary policy on Asian assets, highlighting the pressure from a strong dollar and euro weakness. It examines China's economic outlook, focusing on regulatory reforms and yuan resilience. The Fed's tapering strategy and its implications for market volatility are explored, with insights from Cleveland Fed President Loretta Mester. Finally, the video identifies investment opportunities in the Chinese property sector, noting policy easing and credit spread trends.

What factors are influencing the bias of the dollar in the near term?

What are the implications of a stronger dollar for Asian assets?

What economic challenges is China currently facing?

How is the Chinese yuan performing against a basket of currencies?

What is the expected impact of the Federal Reserve's tapering on the market?

How do past rate hike cycles affect global equities?

What opportunities exist in the Chinese high yield bond space?