Wee: Inflation Adjusted, CNY Is Cheap To Fair

The video discusses the introduction of onshore guaranteed bonds in China, backed by central government support, as a significant development for the market. It highlights the potential for market recovery, driven by improved liquidity for developers. The video also explores investment strategies in high yield bonds, emphasizing the importance of careful selection and the potential for decent returns. Additionally, it addresses the outlook for distressed names and the evolving market conditions, suggesting cautious optimism for recovery.

What makes onshore guaranteed bonds a significant development in the market?

• They are the first measures from the central government supporting developers.

• They are only available to foreign investors.

• They are backed by international investors.

• They offer the highest yield in the market.

What is the current state of the property market according to the transcript?

• It is in the early stages of recovery.

• It is declining rapidly.

• It is in a late stage of recovery.

• It is experiencing rapid growth.

How do onshore bond guarantees help developers?

• By providing access to international markets.

• By reducing interest rates.

• By addressing liquidity issues.

• By increasing property prices.

What should investors consider when selecting high yield bonds?

• The duration of the bonds.

• The color of the bonds.

• The issuing country's GDP.

• The bondholder's nationality.

What is a potential benefit of investing in distressed names?

• Positive developments and creditor engagement.

• Guaranteed returns.

• Immediate liquidity.

• No risk involved.