JPMorgan AM Gradually Taking Profits on Chinese Government Bonds

The video discusses the current state and future outlook of China's economy, focusing on CGB trades and market positioning. It highlights the gradual stimulus measures and potential market reversals. The discussion also covers investment strategies, including alternative opportunities in the IG property space and Macau, emphasizing the importance of evaluating risk and reward in the context of China's economic recovery.

What are the potential investment opportunities in the context of China's stimulus measures?

What is the speaker's view on the IG property space and its relation to the China stimulus play?