UBS: Watching Wider Asia to See How Contained China's Slowdown May Be

The transcript discusses China's economic policies, focusing on the PBOC's easing stance and its impact on the bond market. It highlights concerns in the corporate sector, particularly with companies like Evergrande, and the implications for the broader economy. The discussion extends to opportunities in Asian high yield bonds and the challenges posed by the Delta variant across Asia. The transcript concludes with an analysis of the RBA's position amid state shutdowns in Australia.

How might the restructuring of credits impact the Asian high yield space?

What are the potential risks associated with the Delta variant in India?

What challenges does the RBA face in maintaining its QE policy?