Markets Are Right to Expect More Hawkish Fed: Barings's Leung

The video discusses potential rate hikes by the Fed and market expectations, highlighting the risks of aggressive hikes amidst slowing growth. It explores market opportunities during sell-offs, particularly in the US and China, and contrasts China's policy stance with developed economies. The discussion also covers high yield bonds, focusing on Evergrande's restructuring and the attractiveness of yields despite risks.

What opportunities does the speaker see for long-term investors in the current market?

How does the speaker assess the attractiveness of Asian high yield bonds?

What is the speaker's perspective on the restructuring of Evergrande and its implications?