Harvest Global Investments CIO Thomas Kwan on China's Bond Market

The video discusses market concerns, focusing on big tech names like Alibaba and regulatory risks. It analyzes inflation and economic factors in China, highlighting CPI and PPI trends. The discussion shifts to bonds and credit analysis, addressing defaults and investment strategies. Finally, it explores ESG factors, emphasizing investment opportunities in sustainable sectors.

How does the current macro environment affect the performance of quality names in the market?

What are the expected trends in bond spreads given the current market conditions?

What opportunities are expected in the upstream sectors related to energy?