Capital Link: Chinese Play To Be Bigger Part of Global Portfolios

The video discusses the current state of the market, highlighting the impact of the Fed's policy changes on market trends and volatility. It explores the reasons behind the Fed's abrupt policy shift and its implications for future market conditions. Additionally, the potential of the China bond market as a significant asset allocation opportunity is examined.

What has been the market's general reaction to the Fed's tone changes?

• The market has seen a significant downturn.

• The market has been largely unaffected.

• The market has shown a knee-jerk reaction.

• The market has become more stable.

How does uncertainty typically affect market volatility?

• It decreases volatility.

• It has no effect on volatility.

• It increases volatility.

• It stabilizes the market.

What is the Fed's projected policy change by 2023?

• Three rate hikes.

• One rate hike.

• No change in rates.

• Two rate hikes.

What is the potential impact of the Fed's policy changes on global portfolios?

• Reduction in global diversification.

• Increased focus on European bonds.

• Greater inclusion of Chinese bonds.

• Shift towards domestic equities.

What is the significance of the Chinese bond market in global asset allocation?

• It is the second largest bond market and under-owned by foreigners.

• It is largely owned by foreigners.

• It is the smallest bond market globally.

• It has no impact on global portfolios.