Morgan Stanley's Tan on Asia Economic Weekahead

The video discusses the economic outlook in Asia, focusing on inflation trends and GDP growth. It highlights concerns about supply chain disruptions and commodity prices, noting that inflation in Asia is not expected to reach high levels due to a negative output gap. The video also examines market performance in Korea and Taiwan, predicting reasonable GDP growth aided by improved COVID-19 situations. In China, the focus is on the impact of COVID-19 lockdowns and potential policy shifts, with expectations of policy easing to counter growth headwinds. The growth target for China may be revised due to ongoing challenges.

What is the growth target for China this year, and what factors might lead to its revision?

Discuss the implications of the lockdowns on supply chain disruptions in China.