Citigroup's Chua on Outlook for Asian Economies, IMF-World Bank Spring Meetings

The video discusses the implications of US infrastructure spending, inflation risks, and the role of the Fed's dovish stance. It explores the impact of oil prices on inflation, particularly in Asia, and the cautious approach of central banks. The discussion extends to emerging markets, the strength of the US dollar, and FX volatility. The potential effects of tapering on market liquidity and growth are analyzed, along with uncertainties in the global economic recovery, including inflation persistence, vaccination pace, and China's economic slowdown.

What are the implications of emerging market central banks raising interest rates?

How might the US dollar's performance impact economies that rely on dollar-sensitive financial flows?

What are the key uncertainties that could affect the economic recovery in the US?