Silverdale's Guglani: China Lost The Mojo Post-Covid

The video discusses the current stress in credit markets, particularly focusing on the Chinese market. It highlights the challenges in the property sector and the potential opportunities in tech and Macau gaming. The speaker advises caution in the Chinese market due to unresolved issues like the Evergrande debacle. The video also explores portfolio strategies, emphasizing the value in the three to five-year bond bucket and the benefits of locking in bond returns. The discussion concludes with insights into the bond market's potential in the current economic climate.

In what ways can the LGFP sector reform impact the credit spreads?

What opportunities exist in the Macau gaming sector according to the discussion?