Oxford Economics Fenner on the Week Ahead in Asia

The transcript discusses the impact of China's policies on manufacturing and real estate, highlighting production cuts and electricity disruptions. It examines the economic outlook, noting challenges like regulatory crackdowns and real estate sector weaknesses. The real estate sector's significant role in the economy is explored, with potential policy easing to prevent a sharp slowdown. Market expectations regarding the RBA's response to inflation are analyzed. Finally, the regional impact of China's slowdown, particularly on exports and manufacturing, is considered.

What measures are being taken to address the production disruptions in China?

What role does consumer hesitancy play in China's economic outlook?

How does the slowdown in China affect other economies in the region?