Loomis Sayles' Fuss Sees China Building Reserves Again

The transcript discusses China's potential increase in Treasury purchases, which could provide the Federal Reserve with more flexibility in unwinding its balance sheet. It highlights China's economic growth, reserve building, and the implications of these actions on the global market. The discussion also covers China's financial strategies, including risk management and policy adjustments, and the geopolitical dynamics in Asia, particularly concerning North Korea and the South China Sea. The impact of these factors on China's bond market and currency strength is also examined.

In what ways does the geopolitical situation in North Korea affect China's bond market?

What strategies might China employ to project strength in the face of declining currency?