Pockets of Value in China, India, Indonesia Corporate Bonds, BNP Paribas Asset Says

The video discusses the challenges and opportunities in the Asian bond market amid global economic tensions, emphasizing the importance of selectivity in investments. It highlights regional opportunities in China, India, and Indonesia, while addressing liquidity issues and market transmission in China. The discussion underscores the need for strategic positioning and profit booking in the current market environment.

What global events have contributed to the vulnerability of Asian bonds?

• African economic growth

• Middle East conflicts

• Trade war and US dollar fluctuations

• Brexit and European Union policies

Why is selectivity crucial when investing in certain Asian economies?

• Because of technological advancements

• Owing to political instability

• Because of twin deficits and currency depreciation

• Due to high inflation rates

How has the approach to selecting investment names changed recently?

• From 3 names to 6 specific names

• From 20 names to 15 specific names

• From 5 names to 10 specific names

• From 10 names to 4 specific names

Which countries are identified as having pockets of value for investment?

• Malaysia and Singapore

• Thailand and Vietnam

• China, India, and Indonesia

• Japan and South Korea

What is the impact of China's recent monetary easing on market liquidity?

• It is encouraging and helps channel liquidity to the right places

• It has led to a complete drying up of liquidity

• It has not affected liquidity at all

• It has caused a liquidity surplus