AllianceBernstein's Zeng on Fixed Income Strategies

The video discusses the Jackson Hole conference's focus on economic policy, the Fed's potential tapering communication, and China's regulatory impact on its economy. It explores investment opportunities in China amid stringent regulations and analyzes divergent views of rating agencies on China's bailouts. The video highlights the differences in methodologies used by Moody's and Fitch and the implications for China's financial system.

What are the potential consequences for companies that ignore government signals in China?

What does the divergent view of Moody's and Fitch regarding the state-led bailout indicate about ratings agencies?