There's Still a Place for Treasuries in Every Portfolio: UOB's Heng

The video discusses market concerns related to borrowing and US Treasurys, highlighting China's potential pullback. It emphasizes the importance of gold as a hedge in portfolios, noting central banks' increased gold reserves. The video forecasts gold prices rising and explores investment strategies. It analyzes the US equity market, considering treasury yields and their impact on market dynamics. The discussion concludes with insights into how treasury yields affect global markets and central bank actions.

What is one reason speculated for the low bid to cover ratio in US Treasurys?

• Decreased global risk aversion

• China reducing its purchases

• Increased US domestic demand

• Higher interest rates

Why is gold considered a good hedge in the current market?

• It is not affected by central bank policies

• It is being increasingly allocated by major central banks

• It has a stable price

• It has low volatility

Which countries are noted for increasing their gold reserves?

• Japan, South Korea, and Canada

• USA, UK, and Germany

• China, Russia, and India

• Brazil, South Africa, and Australia

What does Warren Buffett think about the US equity market?

• It is too volatile

• It is undervalued

• It is fairly priced

• It is overvalued

What could cause the 10-year treasury yields to rise again?

• A successful US-China trade deal

• A decrease in US GDP

• A breakdown in US-China trade talks

• Increased inflation rates