Barings' Leung on Markets, Strategy

The video discusses the current state of the Treasuries and global bond markets, highlighting the disagreement between bond and equity markets. It explores the attractiveness of cash as an investment, given recent market movements and rate hikes. The video also analyzes China's market, noting foreign investors' reluctance due to growth deceleration and property issues. Expectations for policy changes in China are discussed, with a focus on selective measures rather than Big Bang policies. Japan's market performance and potential currency intervention are examined, along with market positioning ahead of the Jackson Hole meeting.

How do you interpret the current state of the equity markets in relation to bond market trends?

In what ways could a weak yen impact Japanese exporters amid a global slowdown?

What should investors be cautious about regarding Chair Powell's speech at Jackson Hole?