JPMorgan Jason Pang on Asia Fixed Income, FX

The video discusses the economic recovery in Asia post-COVID, highlighting challenges like inflation and fiscal policy. It analyzes the US yield curve's impact on Asia and compares monetary policies between the regions. Currency strategies in response to commodity price spikes are explored, focusing on Indonesia, Malaysia, Australia, and New Zealand. The video also examines China bonds' performance and the global market, concluding with insights on the US dollar and interest rates.

What role does fiscal policy play in the monetary policy adjustments in Asia?

What are the potential risks associated with currency weakness in Asia?

Discuss the significance of the real yield differential between China and the US.