The Bond Vigilantes visit China and Hong Kong

Richard Woolnough and I were in Asia last week to try to get a view on a couple of the big macro questions of the day – firstly, is China still an exporter of deflation to the global economy, and secondly, will the region continue to finance the West’s exploding budget deficits?  We also wanted to get a feel for Asian credit opportunities, and to understand how the region’s banks managed to get through the credit crisis relatively unscathed.  If you watch the video via the link below, you can also learn exclusively where the best Chinese restaurant in the world is (clue – according to Richard it’s somewhere in Surrey), and find out which of our top banking counterparties imposed a fine of HK$800 on Richard, and why.

Click here to watch the video of our trip.

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