SPI Asset Management's Innes on Markets and Strategies

The video discusses the challenges of managing market volatility, particularly in the bond market, and the impact of inflation and stagflation. It explores China's economic outlook, highlighting optimism due to potential policy support and the challenges posed by COVID policies. The discussion shifts to Asian currencies, focusing on the influence of the US yield curve and the implications for the yuan, considering inflows and the export sector's role in the economy.

What are the concerns regarding Asian currencies as mentioned in the text?

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What is the significance of inflows for the strength of the yuan?

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