Dollar May Weaken, Yuan Seen at 'Range-Bound,' BNP's Bhayani Says

The video discusses the factors influencing the dollar market, including Sino-U.S. trade discussions and the U.S. trade deficit. It highlights the potential weakening of the dollar due to trade and current account increases. The stability of the Chinese yuan is addressed, with measures by the PBOC to provide stability. China's economic scenarios are explored, focusing on growth, credit control, and fiscal stimulus. The valuation of Chinese equities is analyzed, noting trade tensions and earnings support. The video also covers Asia portfolio positioning, emphasizing China's valuation and market catalysts. Finally, investment strategies in China are discussed, highlighting sector selection and monetary and fiscal policies.

What are the expected trends for China equities in the coming months?

What strategies are suggested for investing in the Asian markets, particularly China?