Lombard Odier Is 'Underweight' Chinese Government Bonds

The video discusses the sensitivity of emerging market currencies to US yield, highlighting opportunities in Latin America and Asia. It explores investment prospects in China, noting challenges in bonds and equities. The Japanese economy's strength and yen trajectory are analyzed, with expectations of BOJ policy changes. The potential for currency volatility and government intervention is also considered.

What factors make emerging market currencies sensitive to the US yield and dollar movements?

How do high yielding markets in Latin America and Asia present opportunities for investors?

What challenges are associated with investing in Chinese government bonds and equities?

What is the expected impact of the Bank of Japan's potential policy changes on the yen and Japanese equities?

In what ways could the Japanese government intervene in the currency market, and what would be the implications?