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Thoughts on Asian Equities with Higher UST Yields?
Watching $UST hover around 41.07 today, I'm curious how others are thinking about the immediate impact on Asian equities. With yields ticking up, does that put a damper on the appeal of some of these growth stories we've been seeing, or is it more of a blip in the broader macro picture?
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That's a good point about the UST yields. I've been wondering if the flight to safety aspect might actually support some of the more established, less growth-oriented Asian companies, or if the higher cost of capital will just be a drag across the board.