Wee: Still Room For 30-Year CGBs To Outperform

The video discusses the current macro environment for fixed income investments, highlighting the impact of rising interest rates and inflation. It explores the attractiveness of investment grade valuations, particularly in China, and the opportunities in the credit market. The video also addresses the recent outflows from Chinese markets and their limited impact on bond yields. It emphasizes the importance of focusing on solid investment grade names and the potential pressures on cash flows. The discussion includes insights into the sentiment in credit markets and the role of policymakers in easing economic conditions.

How do you assess the current opportunities in credit markets compared to nine months ago?

What is the outlook for Chinese high yield bonds in the current market environment?

What strategies should investors consider when navigating the current economic conditions in China?