Goldman Sachs' Ho on Asia Credit Strategies and Outlook

The video discusses the challenges and restructuring needs of China's property market, highlighting the differentiation between stronger and weaker developers. It explores the restructuring processes, including bond exchanges and the role of 'white knights'. The video also addresses contagion risks, which are seen as contained, and government support measures like liquidity injections and interest rate adjustments. Investment strategies are discussed, with a preference for investment-grade over high-yield bonds and opportunities in Asia's credit markets.

What actions has the government taken to support better quality companies in the property sector?

What is the overall investment strategy suggested for the Asia credit markets?

What specific opportunities are identified in the Indonesia sovereign curve?