China's Yuan May Continue to Weaken: JPMorgan Private Bank

The video discusses the impact of COVID-19 on China's economic growth, highlighting the ongoing lockdowns and their effects on GDP forecasts. It examines the role of monetary policy, particularly in the housing market, and the cautious approach of the POC. The discussion also covers the expected depreciation of the RMB due to global factors and its implications for the equity market. Finally, the video explores the bond market, emphasizing the attractiveness of treasuries for long-term investors amid global economic uncertainties.

What are the expectations regarding the Chinese yuan in the coming months?

How might a recession scenario affect the attractiveness of treasuries?

What signals are investors looking for regarding inflation and its impact on investment decisions?