Ninety One's Wilfred Wee on China Credit

The transcript discusses the gradual positive sentiment in the market, driven by China's incremental stimulus measures. It highlights the impact of these policies on the property crisis and explores opportunities in the Chinese bond market. The financial challenges faced by Wanda and their implications are also examined. Finally, the transcript delves into the divergence within the high yield market, emphasizing the need for substantial policy support to boost confidence and growth.

What is the significance of the Chinese saying mentioned in the text?

How does the speaker view the current state of the bond markets?

What are the implications of the recent GDP numbers discussed?