This is what investors are getting wrong about Asia high yield

Описание: In the latest Investor's Guide to Asia, Stuart Rumble and Taosha Wang delve into the dynamic world of Asia's high yield credit market. Despite being a smaller segment of the global high yield universe, Asia's high yield has seen impressive returns and has evolved significantly over the years. We explore misconceptions, risk characteristics, and the importance of issuer selection with experts Tae Ho Ryu and Terrence Pang. Discover how shifts in Chinese property and diversification into sectors like financials are reshaping the market. Plus, get insights on macroeconomic factors influencing Asia and the potential impacts of tariffs from Asia Economist Peiqian Liu. And the latest on China's equity market rally from Portfolio Manager Theresa Zhou. Don't forget to like, subscribe, and share!

00:00 Intro
01:15 The top misconception about Asian high-yield credit
04:50 China property now less prevalent
06:26 Performance drivers in 2025
10:08 Supply and demand in Asia high yield
11:10 What are valuations telling us?
14:33 How interest rates affect high-yield bonds
19:02 Macro outlook
21:47 Impact of tariffs on Asia high yield credit fundamentals
25:49 Opportunities and risks across Asia
27:54 Why Chinese equities have rallied
31:55 How improved investor sentiment affects high yield
33:32 Major risks to look out for
35:55 Where do you see the best opportunities?


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