JPM Australia Laura Fitzsimmons on China's Trade, U.S. Inflation

The transcript covers market expectations, PBOC's liquidity measures, and the impact of dollar movements on companies with US-denominated debt. It discusses the Chinese economy's growth expectations and the potential for US tapering, along with inflation concerns. Breaking news about a troubled asset manager's restructuring is also highlighted.

What are the expectations for the PBOC's actions in 2021 regarding liquidity?

What is the significance of the bond yield spreads mentioned in the conversation?

How does the speaker perceive the impact of the dollar's performance on companies with significant debt?

What factors are contributing to the current credit appetite in Asia according to the discussion?

What are the anticipated trends for the Chinese economy post-pandemic as discussed?

How does the speaker view the potential tapering by the Fed and its timing?

What are the implications of the expected inflation rates discussed in the text?