BlackRock Likes India's Investment-Grade Credit: Seth

The video discusses the impact of the Federal Reserve's tapering on risk assets, particularly in Asia, and the potential effects on market volatility and the dollar. It examines how inflation has influenced credit returns globally, noting underperformance in Asia due to policy shifts in China. The reopening of Southeast Asian economies, like Thailand, is seen as positive for credit markets. The video also explores the recovery path for China's junk bonds and high yield, highlighting risks and potential recovery. Finally, it identifies investment opportunities in China and India, focusing on investment-grade credit and government bonds.

What is the significance of the reopening efforts in countries like Thailand for credit markets?

How do you view the potential recovery in the credit market, particularly in relation to junk bonds in China?

What are the current trends in investment grade credit in India, and what factors are influencing these trends?