Morgan Stanley Deyi Tan on Asian Economies

The video discusses China's reopening strategy and its economic impact on Asia, highlighting the slow recovery due to COVID-19 measures. It examines the regional economic exposure, particularly in Southeast and North Asia, due to China's demand slowdown. The discussion extends to the influence of rising oil prices on inflation and the role of central banks in managing monetary policy across Asia. The video concludes with insights into the expected economic recovery and policy adjustments.

What is the expected timeline for China's economic recovery according to the transcript?

• First quarter of next year

• Third quarter of this year

• Fourth quarter of this year

• Second quarter of next year

Which economies are most exposed to China's demand slowdown?

• Indonesia and Philippines

• Japan and India

• Singapore and Malaysia

• Vietnam and Cambodia

How are oil prices expected to change in the third quarter of this year?

• Decrease to $90 per barrel

• Peak at $130 per barrel

• Drop to $100 per barrel

• Remain stable at $120 per barrel

What is the expected range for inflation peaking in Asia?

• 7 to 10%

• 5 to 9%

• 3 to 7%

• 1 to 3%

What is the general characterization of central bank moves in Asia?

• Rate cuts

• Aggressive rate hikes

• Policy rate normalization

• Quantitative easing

Which economies might have restrictive monetary policies due to advanced growth recovery?

• Thailand and Vietnam

• Indonesia and Malaysia

• Taiwan and India

• Japan and South Korea

What is the expected trajectory of real policy rates in Asia by the end of next year?

• Significantly below neutral

• At neutral or slightly below

• Above neutral

• Unchanged