Nomura's Subbaraman Says Growth Slowdown in Asia Will Get Worse

The transcript discusses the global economic slowdown, focusing on Asia as a key indicator. It highlights the impact of tech cycles, China's slowdown, and trade protectionism on Asia's growth. The discussion shifts to the US market, examining the effects of Fed policies and market corrections. The transcript concludes with potential solutions, including policy changes and economic stimuli, to address the slowdown.

What is considered a key indicator of global manufacturing activity according to the transcript?

• Stock market trends

• U.S. employment rates

• Asia's economic data

• European Union policies

What is one of the main reasons for the current weakness in tech stocks?

• Rising oil prices

• Increased government spending

• Global demand concerns

• High inflation rates

What economic policy is mentioned as having shifted from QE?

• Quantitative easing

• Interest rate cuts

• Fiscal expansion

• Quantitative tightening

What is expected to happen after a Fed rate hike in March?

• An increase in inflation

• A pause in Fed rate hikes

• A rise in unemployment

• A decrease in global trade

What combination of factors is expected to lead to a market recovery?

• Policy changes and attractive EM valuations

• Increased consumer spending and lower taxes

• Higher interest rates and reduced government debt

• Stronger currency and lower inflation