AMP Capital's Naeimi: Why We're Not Chasing Yield

The video discusses the impact of the US dollar on Japanese equities, highlighting a positive outlook due to dollar strength. It explores trends in emerging markets, noting the influence of US dollar movements and market rotations. The discussion shifts to yield chasing, emphasizing the risks of crowded trades and the effects of monetary easing. The potential US rate hike is analyzed, with a focus on its global implications and the easing of deflationary pressures. Finally, the video addresses yuan fixing and liquidity concerns in the Chinese market, noting the stability against a basket of currencies.

What does the speaker mean by stating that the current situation is different from past monetary policy divergences?

How does the speaker describe the current liquidity situation in the bond market?

What factors are contributing to the appreciation of the US dollar as mentioned in the text?