Ninety One's Wee: China's RRR Cut Was Useful, But Unnecessary

The video discusses recent economic data showing stronger-than-expected growth, particularly in GDP, retail sales, and exports. It examines the role of banks in deleveraging and the impact of regulatory actions on market sentiment. The discussion also covers the implications of a triple R cut on credit markets and the outlook for Chinese high yield bonds, highlighting the ongoing focus on deleveraging and credit tightening.

What concerns are raised regarding Chinese companies and their IPO listings?

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What is the speaker's perspective on the high yield market in China?

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