Triada Capital: Added Back China Bonds on Dips

The video discusses China's deleveraging policy and its impact on credit markets, highlighting the attractiveness of high yield Asia credit. It explores the implications of government support and credit differentiation, emphasizing the need for investors to adopt a more analytical approach. The discussion also covers investment strategies, focusing on high yield segments and opportunities in the property market.

What impact does China's deleveraging policy have on the credit markets?

How have high yield spreads been affected by recent defaults in the market?

What are the implications of government support on credit ratings?

What does the term 'keep well deeds' refer to in the context of bond issuance?

How does the current market environment challenge traditional approaches to investment grade?

In what ways has the investment strategy shifted in response to market conditions?

What factors contribute to the volatility observed in the credit market?