John Woods, chief Asian strategist at Citi Private Bank in Hong Kong believes that Asian bond investors must position themselves carefully ahead of rising rates in the US and the gradual withdrawal of quantitative easing (QE) by the US.
Speaking on Asiamoney Video, Woods says that QE tapering is likely to begin in September but that despite a liquidity withdrawal and the likelihood of rising rates, US dollar denominated Asian bonds still present plenty of opportunity, as do those in domestic markets that are linked to the US dollar, such as Hong Kong, Singapore and China.
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