CreditSights' Zeng on China Credit

The video discusses the revival of demand in China's property sector, highlighting differences between top-tier and lower-tier cities. It examines the impact of liquidity and property easing measures, noting challenges in lower-tier cities. The future of China's onshore bond market is explored, with expectations of higher rates and inflation. The performance of China tech dollar bonds is analyzed, driven by optimism around COVID reopening and macro support. Finally, the regulatory environment in the tech sector is discussed, with a focus on data security and anti-monopoly measures.

What are the expectations for the onshore bond market in relation to inflation pressures?

How is the regulatory environment for the tech sector expected to change in the future?