Lombard Odier’s Lee Sees Value in High Yield Asia Credit

The video discusses market volatility, bond yields, and the impact of Evergrande on Asia credit markets. It highlights challenges in the Chinese economy, including power issues, and explores strategies for stagflation-proof portfolios. The discussion includes potential policy interventions and investment opportunities in Asia.

What role does government intervention play in stabilizing the real estate sector?

How might the power crunch impact the Chinese economy and its growth projections?

What are the expected outcomes if the restrictions on power usage continue throughout the quarter?