China Likely Grew About 6.4% in 1H, to Grow 6.2% in 2H: Morgan Stanley

The video discusses the economic growth of China amidst current tariffs, predicting a slowdown due to trade uncertainties. It highlights the impact on Asia, focusing on indirect linkages like CapEx and consumer demand. The video also examines fiscal and monetary policies, noting a slight recovery in CapEx. Lastly, it addresses Thailand's currency appreciation, driven by a current account surplus and lack of domestic demand, and potential policy responses to manage currency strength.

What is the expected growth rate for China in the second half of the year?

• 6.2%

• 6.4%

• 6.0%

• 6.3%

Which factor is NOT mentioned as affecting China's economic growth?

• CapEx decisions

• Trade uncertainty

• Consumer demand

• Tourism

What has been the impact of fiscal and monetary policy easing in China?

• Significant increase in retail sales

• No change in CapEx

• A slight pick-up in CapEx

• Decrease in public health spending

What is a reason for the Thai Baht's appreciation?

• Strong domestic demand

• Current account surplus

• High inflation

• Increased exports

What policy measure is expected to be taken by Thailand to manage currency strength?

• Encourage capital inflows

• Implement trade restrictions

• Cut policy rates by 25 basis points

• Increase policy rates