SEB's Victorino on Markets and Central Banks

The video discusses the global bond market sell-off, highlighting the impact of central bank risks and the Fed's pace of interest rate hikes. It explores investment opportunities in emerging Asia, particularly in Chinese equities, due to the PBOC's easing policies. The challenges faced by Asian central banks, especially the Bank of Thailand, are examined, noting the impact of tourism and domestic demand on economic recovery.

What is causing stress in the high yield bond market?

• The pace of expected interest rate hikes

• The resilience of risk assets

• The decrease in US Treasury bond sales

• The actual hikes by the Fed

Why is there potential for Chinese A shares to rise?

• As a result of higher corporate profits

• Because of the PBOC's easing policies

• Owing to a decrease in global volatility

• Due to increased foreign investment

What is the main focus of Chinese policy for 2022?

• Increasing exports

• Reducing inflation

• Enhancing technological innovation

• Economic stability

Why is the Bank of Thailand unable to raise interest rates?

• Due to high inflation

• Because of a lack of tourism

• Owing to strong domestic demand

• As a result of increased exports

What is a significant factor affecting Thai tourism?

• The increase in domestic travel

• The decline in hotel prices

• The absence of Chinese travelers

• The rise in global oil prices