Behind The Markets Podcast: Steven Hou
Behind the Markets Podcast
00:00
Bond Yields Will Return to Their Hedge?
The bonds have historically been a risk off hedge for stocks not in 2023. I can imagine India and Southeast Asia especially look at places like Indonesia to structurally benefit from this process. As a matter of fact, if we look at Indian and Indonesian indices and especially some of their sensitive cyclical sectors, the financial assets have moved exactly in that direction.
Transcript
Play full episode
