Goldman Sachs' Tilton on Regional Outlook

The transcript discusses China's potential reopening strategy amid rising COVID cases and its economic implications. It explores the expected economic recovery post-reopening, particularly in consumer spending and services. The stability of China's property market is examined, considering demographic shifts and government measures. The economic outlook for Asia in 2023 is analyzed, with a focus on inflation and growth. Growth prospects for Southeast Asia and India are highlighted, emphasizing tourism and supply chain diversification. Finally, Korea's economic prospects and monetary policy are discussed.

What challenges are local governments in China facing as they prepare for reopening?

How does the anticipated reopening of China compare to other countries in terms of consumer spending?

What measures have been taken to stabilize the housing market in China?

What is the expected impact of easing COVID restrictions on the property market?

What factors are contributing to the decline in urban housing demand in China?

How might the economic growth outlook for Asia change in 2023?

What are the potential growth prospects for Southeast Asia in the coming years?