This month’s briefing on the big regional macro and market stories includes the latest on China’s struggling economy, the next steps from the Bank of Japan as inflation becomes more widespread, and potential upsets for the Reserve Bank of India’s policy plans.
Economists from across our Asia teams discuss the issues that the market is focused on – and the issues that investors should be watching.
During this 20-minute session our economists answer client questions about the Asian economic and market outlook as they address key issues, including:
- Our latest China Activity Proxy reading and the growth/stimulus outlook;
- Whether broadening price pressures will finally prompt the Bank of Japan to lift the policy rate;
- How surging food price inflation could shift the calculus for the RBI.