Morgan Stanley Chetan Ahya on 2022 Economic Outlook

The video discusses the continuity of monetary policy under Powell and Brainerd, projecting no immediate hawkish shift. It anticipates the first rate hike in early 2023, focusing on employment goals over inflation concerns. The impact of Fed policy on Asian markets is considered minimal, with Asia expected to grow at 5.4% in 2022, driven by strong external demand and productivity growth. China's recovery is analyzed, highlighting improvements in fiscal policy, energy issues, and COVID management, leading to a projected growth acceleration to 5.5% in 2022.

What is the speaker's perspective on the relationship between external demand and China's economic policy?

What changes are anticipated in China's COVID management strategy and its impact on consumption growth?

What is the projected growth rate for China in the next year according to the speaker?