Why this CIO is “increasingly convinced” value is emerging in China | Ausbiz

Isaac Poole is increasingly convinced value is opening-up in China and Hong Kong, and reckons equities are around 10% undervalued. On the flipside, he expects yields will continue to drift higher – and that has Oreana positioning “underweight” in sovereign bonds as much as possible. On the US jobs report, Issac is not buying into “stagflationary” talk, instead he says the weaker numbers are largely reflective of Delta variant. He says the underlying economy is strong, and expects the US Fed to commit to tapering later this year. (Source: Ausbiz) Click here to watch the interview.

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