Jefferies' Darby: We Recommend Chinese Equities

The video discusses Thailand's stable economic conditions despite political changes, highlighting strong FX reserves and low inflation. It then shifts focus to China, analyzing improvements in the PPI due to commodity price drops and stable pricing power. The discussion covers China's fiscal stimulus, currency adjustments, and the potential for continued deflation export. The video concludes with insights into China's economic growth trajectory and the impact of recent monetary policies.

What does the text suggest about the future of foreign direct investment in Thailand?

How has the corporate sector in China responded to recent fiscal stimulus?

What are the expected trends in GDP growth in China according to the text?