Deutsche Bank Sees China's Continued Sequential Recovery

The video discusses the impact of currency levels on policymakers, focusing on the depreciation against the dollar and the trade-weighted basket. It highlights China's COVID strategy and its economic implications, emphasizing the need for policy changes. The fourth quarter is expected to see economic recovery driven by domestic demand and exports. The bond market faces challenges due to currency impacts, with inflows and outflows affected by interest rate gaps. Fiscal policy is crucial for economic support, with local governments facing financial strain due to COVID-related spending.

What are the expectations for bond market inflows and outflows in the near future?

How might the divergence in US and China interest rates affect investment flows?

What are the implications of local government finances on China's economic support measures?