Global Reflation Trade Taking a Pause, StanChart's Gill Says

The video discusses the current state of the reflation trade, bond market trends, and the impact of Fed policies. It explores the performance of Chinese bonds and the yuan, including its internationalization process. The video also addresses market concerns, such as potential disruptions and the economic recovery in the context of rising COVID cases and vaccination efforts.

What role does government ownership play in the valuation of bonds in China?

What are the potential risks associated with the current state of China’s investment grade bonds?

In what ways could renewed COVID-19 cases in India affect market performance?

How might the pace of vaccinations influence economic normalization globally?