Mizuho Bank’s Varathan on Chinese Equities, Government Bonds

The video discusses the impact of risk premiums on Chinese equity markets, the effects of monetary policy changes, and credit risk concerns. It also covers inflation and policy easing in China, the US dollar's performance, and the influence of the Delta variant on economic recovery. The discussion highlights the need for transparency in regulations and the potential for a gentler tapering process by the Fed.

What challenges does the Delta variant pose to the Fed's tapering process?

What factors contribute to the uncertainty surrounding the recovery of the Asian economy?

How might the economic recovery in Asia be affected by vaccination rates?