MUFG’s Tan Says Buy Chinese 10-Year Government Bonds

The video discusses the strong correlation between the RMB and EM currencies, influenced by the trade war. It examines the South Korean won's market position and suggests strategies like investing in Chinese bonds due to expected lower interest rates. A contrarian view on the Kiwi currency is presented, considering market sentiment and potential interest rate changes.

What correlations are being discussed in relation to EM currencies?

How is the trade war expected to affect China and the rest of Asia?

What is the speaker's view on the South Korean won and its current strength?

What are the expectations regarding Hong Kong's GDP growth?

What is the speaker's opinion on negative interest rates and their impact on economies?