Dec. 10, 2015
"You've had a tightening of financial conditions by the market on behalf of the Fed, rendering the Fed action almost superfluous, so you want to go short dollars, long 30-year duration," said Bryan Goh, CIO, Bordier & Cie (Singapore).
Goh spoke with Bloomberg's Bryan Curtis and Doug Krizner on First Word Asia. What else does he like? Well, among other things, the leveraged loan market. We spoke with Goh about the Fed, China and India.
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