Strong U.S. Dollar Will Be Headwind for Asia: Mowat

The video discusses the dynamics of China's market, highlighting the shift from old to new investment strategies and the impact of government stimulus. It explores emerging markets, global economic concerns, and the role of the dollar. The discussion also covers China's economic policies, challenges, and currency dynamics, emphasizing the need for aggressive policy measures to address weakening consumption and investment.

How does the current consumer sentiment in China reflect on the overall economic outlook?

What are the potential consequences of a weakening yuan for Chinese corporate borrowing?

What challenges do Chinese policymakers face in managing the economy amidst inflation and deflation?