Asian High-Yield Is Very Attractive, Says Matthews Asia’s Kong

The video discusses investment opportunities in Asian high yield markets, particularly focusing on the differential between sub-investment grade debt in the US and Asia, driven by Chinese companies. It also highlights the potential in local rates in India and Indonesia, where investors can benefit from both currency and interest rate movements.

What makes Asian high yield a compelling opportunity according to the speaker?

• It is risk-free.

• It is driven by Japanese companies.

• The differential with US sub-investment grade debt is significant.

• It offers the highest yields globally.

Which companies are primarily driving the differential in Asian high yield?

• Japanese automotive companies

• Indian technology companies

• Korean electronics companies

• Chinese property companies

What is the speaker's second conviction after Asian high yield?

• European bonds

• US treasury bonds

• Local rates in India and Indonesia

• Cryptocurrency investments

What dual benefits do local currency bonds in India and Indonesia offer?

• Currency appreciation and stock dividends

• Interest rate benefits and currency appreciation

• High liquidity and low risk

• Tax exemptions and government backing

Why does the speaker believe interest rates in India and Indonesia might fall?

• Due to high inflation

• Because of strong economic growth

• To address growth issues and stimulate the economy

• To match US interest rates