Is China a value play or a value trap? Where are the juicy opportunities in fixed income?
To answer top-of-mind questions, Silverdale Funds Chief Investment Officer, Mr. Sanjay Guglani, was live on Bloomberg Markets Asia on the morning of 17th August 2023. Sanjay discussed with Bloomberg anchors Haslinda Amin and David Ingles:
- His perspectives on the Chinese Property Sector;
- The opportunities in China;
- Why the 3-5 year part of the yield curve is attractive;
- Why a leverage bond portfolio makes sense on the back of the inverted yield curve; and
- Fixed Income vs Equities
Watch the interview available on-demand here
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Team Silverdale