Is China's Rally Built to Last? Cross-Asset Signals: Metals & Bonds episode artwork

EPISODE · Sep 15, 2025 · 9 MIN

Is China's Rally Built to Last? Cross-Asset Signals: Metals & Bonds

from Dantes Outlook Market Podcast · host Elena Zeng

Why copper/gold and silver/copper ratios may be sending different signals this cyclePositioning ahead of the FOMC meeting in rates and FXDuration strategy during rate-cutting cyclesActive vs. passive performance in the bond marketElena Zeng on Chinese equities:Hong Kong momentum rebound vs. mainland lagRelative strength of China vs. EM equitiesDomestic liquidity, share buybacks, and foreign inflowsWhy China remains a tactical allocation, not a core holdingVisit us at DantesOutlook.comEmail [email protected] to request a meeting The information presented is for informational purposes only and should not be considered as investment advice nor as a recommendation of any particular strategy, allocation or investment product: before making any investment decision, you should seek expert, professional advice and obtain information regarding the legal, fiscal, regulatory and foreign currency requirements for any investment according to the laws of your home country and place of residence. Investing involves risk, including the possibility of loss of principal. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any statements or forecasts.Visit us at www.dantesoutlook.com

Episode metadata supplied by the publisher feed · Published Sep 15, 2025

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In this episode of Portfolio Playbook, host Damanick Dantes, CMT reviews the latest cross-asset signals, including insights on bond market positioning, Fed policy expectations, and the role of active management in fixed income. Asia correspondent Elena Zeng then breaks down what’s driving Chinese equities, the narrowing gap between onshore and offshore markets, and why exposure to emerging markets should remain tactical.

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Is China's Rally Built to Last? Cross-Asset Signals: Metals & Bonds

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