Valuations Much Improved in Chinese Asset Markets: Trinh

The Party Congress raised hopes for support in China's property sector and a shift from COVID-19 policies, but these were unmet, leading to investor disappointment. Market dynamics remain uncertain, with high volatility and defensive asset allocation strategies. Inflation pressures vary across Asia, with Singapore facing significant challenges. The economic outlook is bifurcated, with some regions experiencing low inflation volatility.

What was the main expectation from the party Congress regarding the property sector?

• Support for the beleaguered property sector

• Introduction of new property taxes

• Reduction in property prices

• Increase in property investments

When is a potential inflection point expected for the COVID-0 policy?

• June 2023

• March 2023

• September 2023

• December 2022

What is the current sentiment among investors regarding the Chinese market?

• Optimistic due to new policies

• Pessimistic due to lack of catalysts

• Neutral with no significant changes

• Excited about upcoming investments

Which region in Asia is facing the highest pressure on central banks to tighten aggressively?

• South Korea

• India

• Singapore

• Japan

What is the outlook on inflation volatility in parts of Asia?

• High volatility across all regions

• Low volatility in some regions

• Increasing inflation pressures

• Stable inflation rates