BNP Paribas Global Markets China Head on Chins Bond Market

The video discusses recent trends in China's bond market, highlighting a more balanced inflow-outflow scenario compared to previous years. It explores the impact of rate differentials between China and the US on currency depreciation and trade strategies. The discussion also covers the PBOC's approach to maintaining market liquidity amidst increased bond issuance. Inflation's role in shaping monetary policy and its effect on real rates is analyzed, along with projections for Chinese 10-year bond yields, considering factors like CPI and PPI.

What is the speaker's outlook on inflation and its relationship with monetary policy?

How does the speaker anticipate the yield of the Chinese 10-year bond will behave in the coming months?