Our EM equities team went on the ground in India to see how the rural economy is faring. The health of the rural economy has strong implications for larger corporations as the latter relies on this broader ecosystem. More
We asked Hayden Briscoe, Head of Asia Pacific Fixed Income some difficult questions on the challenges of investing in China.
Additionally, too much attention is placed on the CNY/USD relationship, when what investors should be looking at is the relationship between the RMB and the CFETS basket – a trade-weighted basket on currencies, where the RMB has been trading in a relatively tight range in the past couple of years.
I'd also say you need to look at the RMB with a long-term view. Trends like opening onshore markets to international investors, creating oil contracts in RMB, joining the IMF SDR currency basket are all part of internationalizing the RMB, and that's a trend that investors shouldn't ignore.
Hayden also answers questions on data from China’s government, reforms and debt levels.
Perspectives matter. Tune in to our insights.
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