UCAP HK Asset Mgmt. Andrew Freris on Global Markets

The video discusses the economic policies of major global economies, focusing on interest rates and their impact on yields. It highlights the US's decision to increase rates, while other major economies like the EU, Japan, and China have different stances. The video also covers the COVID-19 situation in Hong Kong and its economic implications. The analysis extends to the US dollar's strength in relation to interest rate differentials and the bond market's current state, particularly in the US. China's economic resilience and strategies are also examined.

How does the economic situation in China differ from that of Hong Kong in terms of self-sufficiency?

What are the implications of the zero COVID policy on China's economy and its relationship with the global market?

What factors contribute to the current bond bear market in the United States?