Morgan Stanley’s Tan Expects Asia Exports to Moderate This Year

The video discusses the current trade dynamics between the US and China, highlighting that while a trade deal may not reverse the slowdown, it could provide support. The slowdown is attributed to reduced Chinese domestic demand, but policy easing measures are expected to stabilize the economy by the second quarter. Central banks are becoming more dovish, with potential rate cuts anticipated. Inflation has been lower than expected, with risks of deflation being monitored, particularly in relation to China's PPI numbers.

What factors are contributing to the expected moderation of exports this year?

How do Chinese domestic demand and policy easing measures impact the export slowdown?

What is the significance of the January credit numbers in relation to the Chinese economy?

Discuss the implications of central banks turning dovish on monetary policy in the region.

What are the potential risks associated with PPI reaching deflationary territory in China?