H.K., China Stocks Offer Valuation Opportunity: Costello

The video discusses the market outlook post-Golden Week, focusing on southbound flows from China to Hong Kong and potential valuation opportunities in Hong Kong equities. It examines the property market's impact on systemic risk, highlighting the hierarchy of debt payments and the distinction between offshore and onshore debt. The video also explores investment opportunities in Asia's high yield markets, emphasizing the need for credit specialists to identify valuable investments amidst the current economic conditions.

In what ways could the easing of credit impact the Chinese and Hong Kong equities?

What is the significance of the 'three red lines' in relation to property developers?

What are the implications of the current yields in Asia high yield markets?