We Remain Constructive on Fixed Income Asset Classes in Asia, Says Matthews’s Patel

The video discusses the economic conditions in Asia, highlighting a balanced economic environment. It emphasizes the stability of fixed income asset classes and credit markets in the region, noting high yield credit spreads. The focus then shifts to Indonesia, where the market is seen as fundamentally strong, with promising investment opportunities in various sectors such as coal, apparel, and property. The video concludes with a positive outlook on Indonesian corporates, citing strong balance sheets and attractive yields.

What is the current economic state in Asia as described in the video?

• Unstable

• Too cold

• Too hot

• Balanced

What is the outlook for credit spreads in Asia over 2019?

• They will widen significantly

• They will remain stable or improve

• They will collapse

• They will be unpredictable

Why is the Indonesian market appealing to investors currently?

• Weak fundamentals

• Recent election results and infrastructure investment

• High inflation rates

• Lack of competition

Which sector is NOT mentioned as having strong companies in Indonesia?

• Coal

• Property

• Apparel manufacturing

• Technology

What is a key characteristic of Indonesian companies in the sectors mentioned?

• Weak balance sheets

• Solid cash flows and good management

• High debt levels

• Lack of innovation