Citi Private's Peng Likes 5G-Related Stocks in South Korea, Taiwan

The video discusses the advantages of Chinese bonds over US ones, the impact of the trade war on the RMB, and the PBOC's liquidity measures. It highlights the undervaluation of the Chinese market due to the trade war, particularly in tech and telecom sectors. The video also explores the potential benefits for Taiwan and Korea in 5G infrastructure development amid trade tensions.

What is the significance of the 130 basis points mentioned in relation to the RMB?

In what ways could a trade truce impact the forecast for the RMB?