Maybank's Mehta on Banking Crisis

The video discusses the performance of Asian and European bonds, highlighting that Asian bonds are holding better than their European counterparts. It explores the impact of financial decisions on asset classes, particularly the potential premium on European and Swiss Cocos. The discussion shifts to central bank policies, with a focus on potential rate hikes by the Fed and ECB amidst market volatility. Investment strategies are advised, emphasizing short-term treasuries and capital preservation. The video concludes with an analysis of currency market dynamics, noting the unusual stability of Asian currencies against the dollar during a financial crisis.

How does the issuance of Cocos in Asia differ from that in Europe?

What factors contribute to the local demand for Asian Cocos?

What are the implications of the Fed's potential pivot on Asian currencies?