Capital Link International: Biggest Trade We'll See is the Move Into China Fixed Income

The video discusses various financial topics, including the risks in equity markets, opportunities in Chinese fixed income, and the impact of US-China relations on currency sentiment. It also covers the dynamics of SPACs and regulatory changes, as well as the semiconductor market's supply-demand imbalance and investment potential.

How do global managers' investments in U.S. dollar-denominated assets affect their strategy regarding RMB?

What role does sentiment play in the relationship between the U.S. and China regarding currency confidence?

What factors contribute to the supply-demand imbalance in the semiconductor market?