China Will Probably Have to Ease a Bit More, Says BofAML’s Garg

The video discusses unexpected market events affecting Asia FX and the potential for further easing by central banks. It explores conviction trades, particularly going long on the Chinese yuan, and the impact of recent tweets as negotiating tactics. The video also outlines investment strategies, including long positions on India and Indonesia bonds and receiving Singapore rates.

What was the general expectation regarding a trade deal in the last few weeks?

How does the speaker view the recent tweets related to the trade deal?

What is the speaker's perspective on the Chinese yuan's valuation?

What are the top three conviction trades mentioned by the speaker?

What impact do central banks in the region want to cushion according to the speaker?