JPMorgan AM's Pang: Staying 'Long' China Rates

The video discusses the impact of trade tensions on China's market, focusing on currency and interest rates. It highlights the yuan's stability, potential policy rate cuts by Chinese authorities, and the balance between negative fundamentals and positive technical factors. The discussion also covers investment strategies, emphasizing long positions in Chinese rates and the less attractive nature of Chinese onshore credit spreads compared to dollar debt.

In what ways might the Chinese authorities respond to downside pressure on growth?

What are the investment implications regarding Chinese onshore credit spreads compared to dollar debt?