Societe Generale's Yao on China CPI, BOK

The video discusses the economic outlook for Korea, highlighting its recession and inflation issues. It also covers East Asia's trade recession and domestic concerns, particularly in Korea. The focus then shifts to China's economic strategy, including growth targets and recovery efforts. The video examines the monetary policies of central banks in the region, such as the BOJ, RBI, and BOK. Finally, it addresses the recovery and stabilization of China's property market.

What are the expectations for the Bank of Japan's monetary policy in the near future?

What is the anticipated impact of the property market recovery in China on the overall economy?

What are the potential outcomes for defaults in the property space this year?