State Street's Evans, Remain Modestly Risk-On

The video discusses the impact of the pandemic on tech and pharma exports, highlighting North Asia's potential for economic growth. It analyzes earnings and market expectations, noting the role of fiscal and monetary policies. The discussion covers global risks and economic recovery, emphasizing the importance of fiscal spending. Finally, it examines China's economic outlook, focusing on deleveraging and currency policies.

How has the pandemic influenced the demand for tech products?

What are the key sectors mentioned in relation to North Asia's economy?

In what ways is the economic recovery in North Asia expected to manifest?

What role does fiscal policy play in the current economic environment?

What are the potential risks mentioned that could affect the equity markets?

How is China's approach to credit growth expected to change?

What signals are being sent by the Chinese authorities regarding currency appreciation?