In this episode of our Fireside Chats series we’re talking with Rob Subbaraman, & Sonal Varma, from our Asia Economics team, on why Asia should be the outperforming region in 2021. We discuss why Asian economies are set to stand out given the potential for vaccine deployment and re-opening of the Global economy. What it means for inflation, policy rates and potential areas traders will be focused on. Finally, what are the key risks to their outlook, and are there other background structural trends to watch.
00:00 Introduction
01:06 Why is the team so bullish on Asia?
03:56 Was the economic & market recovery in 2020?
07:57 Specific countries in Asia that will outperform
10:48 How soon till China's GDP is above the US?
14:21 What will change our view on Asia?
15:54 Is the risk of inflation a big problem for Asia?
18:33 Expected Asian Central Banks 2021 response
21:19 Differentiation for inflation per country in Asia
22:51 How big is the problem of plenty for Asia?
25:33 Expected fiscal policy in Asia
27:42 How could the our Asia outlook be wrong?
30:31 Scarring effects that we expect in Asia
32:59 Risk of balance of payment crisis in the future.
35:23 Upcoming events to keep on your radar
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