StanChart's Brice on Investment Strategies

The transcript discusses market expectations regarding the Fed's tapering plans, the impact of the Delta variant, and the potential for a taper tantrum. It highlights the Fed's proactive communication strategy to avoid past mistakes. The discussion also covers the value camp's outlook on treasury yields, growth expectations, and inflation. Additionally, it examines the Asian credit market, particularly Chinese high yield bonds, and the regulatory pressures affecting Chinese equities.

What are the expectations around the commentary that will come out of the meeting regarding yields?

How does the speaker perceive the impact of the Delta variant on economic uncertainties?

What is the speaker's outlook on the 10-year treasury yield over the next 6 to 12 months?

What measures has the Federal Reserve taken to avoid a repeat of the taper tantrum from 2013?

How does the speaker describe the current state of the Asian credit space, particularly in relation to Chinese equities?

What does the speaker suggest about the attractiveness of Chinese high yield bonds in the current market?

What are the implications of the regulatory pressures in China on the investment profile of Chinese equities?