Interesting analysis - If I could wish for something than I would love to read about how someone can take advantage out of this. What should someone buy?
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Interesting analysis - If I could wish for something than I would love to read about how someone can take advantage out of this. What should someone buy?
Thanks for your comment and feedbcak @famunger. In USD i really like XS1555076162 its China Huarong 4.5% Coupon Perpetual with sure call date in 2023 (given that on call date there is a huge coupon reset (5years Treasury yield +7.7% hence a huge incentive to call) : 4.2% yield for A- rated, its one the biggest AssetManagers in China and it's Government owned. Only issue is that its min 200k$
In Chinese Yuan there are some solutions but with no or very limited credit risk (or spread) there i'd play the Chinese Sovereign.
China is also very playable on equities I've written a post on this https://steemit.com/finance/@fedescolari/investimenti-in-azioni-di-mercati-emergenti even though it's in Italian..there i talk about the trade of the decade and that is Emerging market stocka, especially Asian equities, despite the amazing 2017 performace, next years they will outperform everything.
I see you're a crypto trader as well. You trade actively or play long term only? Long term I like Eos, dash, eth, neo. Dash for the scalability and ease of use/speed and eos because i just love @dan. You which do you like longer term?