“And now there's over 350 basis points spread between the…” — Odd Lots at 50:34
“And now there's over 350 basis points spread between the two of them. It's pretty striking. That's on the spread. I would just argue that the longer term downward trend in Chinese bonds looks like it started in late 2018, 2019 when they were added to the indices.”
0:00
50:39